diff --git a/landing/lenses/000010.json b/landing/lenses/000010.json index 8d3cf19ed2a9dee1de10149c52e94ca980419bc4..c827ac99153efe249629807f3ca2287c566e1668 100644 --- a/landing/lenses/000010.json +++ b/landing/lenses/000010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000020.json b/landing/lenses/000020.json index 2b001020063f6bde6a77f92f14f66fb99425fd67..5a8f7fa72e4f3448a26962ee4c23b8387357a398 100644 --- a/landing/lenses/000020.json +++ b/landing/lenses/000020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1518,7 +1518,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1540,7 +1540,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1558,15 +1558,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/000030.json b/landing/lenses/000030.json index 1026e82f65e9b60d68e196395135e98211c59a97..5980775901ea60e3d57212f1b0636e3602d1ee9a 100644 --- a/landing/lenses/000030.json +++ b/landing/lenses/000030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000040.json b/landing/lenses/000040.json index 9fd95b92263202ffeb4f1b4156c3423b4344c850..c047bbb341f9a2a8501821e9581aab44e85650c8 100644 --- a/landing/lenses/000040.json +++ b/landing/lenses/000040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,10 +1078,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000050.json b/landing/lenses/000050.json index a4febe22a62eac3337ac6802b978f31becf06871..6910c05017309d48618d9c247150ce728990e657 100644 --- a/landing/lenses/000050.json +++ b/landing/lenses/000050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000060.json b/landing/lenses/000060.json index 9f312278d9392cba97dc1e36c88309753c60fb40..cd821303bf3b3c25f34a169be253d8593c57424b 100644 --- a/landing/lenses/000060.json +++ b/landing/lenses/000060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -672,14 +672,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -794,10 +794,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -833,7 +833,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000070.json b/landing/lenses/000070.json index 6d12e1c828f50ff826e704bda1e86627cf4ed890..6b2fd2dafbc86f31bbdf8d7366ffe3250be66ce9 100644 --- a/landing/lenses/000070.json +++ b/landing/lenses/000070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000080.json b/landing/lenses/000080.json index 6a2aa3fe478b4a8c83431c6f525ea62483e4c56b..a2bb6d37d2f4896063df4146bc4380592b62792c 100644 --- a/landing/lenses/000080.json +++ b/landing/lenses/000080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000100.json b/landing/lenses/000100.json index 1e631e5e401d3b86ca3fb30a72e177e9ed3eeeff..abe331a0b75ef41f3b6ef4c4fb41580914335e05 100644 --- a/landing/lenses/000100.json +++ b/landing/lenses/000100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000110.json b/landing/lenses/000110.json index 58c7343aa7d06f8f1b3ac799e084ef00dbc92152..896c6208c1d939b13fb9dd7d198ee73a21e3a3a9 100644 --- a/landing/lenses/000110.json +++ b/landing/lenses/000110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000120.json b/landing/lenses/000120.json index 4452eae71db3df595c59e204a657fdbfb285b886..0047e207933a70c65431db12713ac12e33738b87 100644 --- a/landing/lenses/000120.json +++ b/landing/lenses/000120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,88 +1673,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ab1b41ed957f", - "target": "000120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.454 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000140.json b/landing/lenses/000140.json index d3d7954a161c93c4ef40e4505dd0271bf1d506fb..c6ee45fe7d84f05b8a8dded88d7753aa310e38ff 100644 --- a/landing/lenses/000140.json +++ b/landing/lenses/000140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000150.json b/landing/lenses/000150.json index 8fbf862be97a0131fe9a71440097da294a2ddb21..f5d0876cfebd316fd8086ed1c4dfc60f397b15a3 100644 --- a/landing/lenses/000150.json +++ b/landing/lenses/000150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000180.json b/landing/lenses/000180.json index e210aab985f9f3d181814224c657efd3ad787fec..ddd799ea6d2f5b3b47065de62124d84df8f747cf 100644 --- a/landing/lenses/000180.json +++ b/landing/lenses/000180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0001A0.json b/landing/lenses/0001A0.json index d10e89179b50618a136303200e5776a62009e96b..c2cf95ebccdb3ff59019155e5e9404f5ec5061bb 100644 --- a/landing/lenses/0001A0.json +++ b/landing/lenses/0001A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000210.json b/landing/lenses/000210.json index 2f0dee2ef6f64542901c20529d1e8eefcb112847..9c3f371ed2cc9e70e5bcc53f98e303b4747cdb63 100644 --- a/landing/lenses/000210.json +++ b/landing/lenses/000210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000220.json b/landing/lenses/000220.json index b1f7eba5021ed89dab6b7ab46ce371d311510db7..829265b8b9c3b7aa3f4d90d82db91a6ed83766a8 100644 --- a/landing/lenses/000220.json +++ b/landing/lenses/000220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000230.json b/landing/lenses/000230.json index c482b5fa8ab86318bea24823ca66e3367bae8bf9..4ce2f6c61dfb1686d541d76ef9a98faf012c8fbb 100644 --- a/landing/lenses/000230.json +++ b/landing/lenses/000230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.68%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,8 +1607,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000240.json b/landing/lenses/000240.json index ba6f585ea2f9b54c7abdd7d51305561d73932e57..182a1a1245dbc454fd8de5ffba5e8143b6b8b266 100644 --- a/landing/lenses/000240.json +++ b/landing/lenses/000240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,15 +902,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1370,12 +1370,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:27aa8393a073", + "target": "000240", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.603 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000250.json b/landing/lenses/000250.json index 31caca84761248116d651519a2996eed67711a27..d5b4535b6dfc968549dc38794c952bbc9e860ff5 100644 --- a/landing/lenses/000250.json +++ b/landing/lenses/000250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 25.31, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 27.56, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 25.31, + "grade": "dCR-BBB", + "score": 27.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 26.05, + "grade": "dCR-BBB", + "score": 28.3, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -917,6 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000270.json b/landing/lenses/000270.json index f1d2d3c34c2b1ba7b4171c8a946abb8e0770c22e..b6b81c2d2265eab5756ff232e657cc18684d486c 100644 --- a/landing/lenses/000270.json +++ b/landing/lenses/000270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000300.json b/landing/lenses/000300.json index d7a93f3e6973c1b4b2ce70e86ac47b2c99d3aa13..1fabf98d4bed68b45d8d3149d1b37b995f15041e 100644 --- a/landing/lenses/000300.json +++ b/landing/lenses/000300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": -1.0, + "score": -0.75, "direction": "negative", "sourceRef": "price.score" } @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -1.0 + "value": -0.75 } ], "evidence": [ @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000320.json b/landing/lenses/000320.json index 81e32b04c2d97e2c5535ba6943f04903b21b0b31..364196d66b064aaebad63fb1247a0d2c08800a19 100644 --- a/landing/lenses/000320.json +++ b/landing/lenses/000320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000370.json b/landing/lenses/000370.json index e7eed6d64f3251874979097b79f68fd3979c0c0d..5ed5e92b8cf1e15f199ab22bc603c81f63b3f8ca 100644 --- a/landing/lenses/000370.json +++ b/landing/lenses/000370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -293,13 +293,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -481,14 +481,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -829,10 +829,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -847,10 +847,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000390.json b/landing/lenses/000390.json index 1ab84c14192447751ea51db3080686c3c2a7c83a..bced0d8fb15b7b18f7e22266a281bdf542300645 100644 --- a/landing/lenses/000390.json +++ b/landing/lenses/000390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000400.json b/landing/lenses/000400.json index 4795a82e4fcd59778c410f94c17724fb59397a2d..bf07692ff7d88099a2e3d72884823d7129a8aab9 100644 --- a/landing/lenses/000400.json +++ b/landing/lenses/000400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000430.json b/landing/lenses/000430.json index d667801b697054535e7c55aabaa518acb698a20f..2e1354da6c3fcc6d2666621a01212fde692ed926 100644 --- a/landing/lenses/000430.json +++ b/landing/lenses/000430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,8 +1651,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000440.json b/landing/lenses/000440.json index c90f7d5b9abb8da6d60172e0b4ca62442cc4dbcf..44a91e513bb85a5d67c82eb1be33ff3b24d4198d 100644 --- a/landing/lenses/000440.json +++ b/landing/lenses/000440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.36, + "grade": "dCR-BBB-", + "score": 28.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.37, + "grade": "dCR-BBB-", + "score": 28.96, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000480.json b/landing/lenses/000480.json index 0232effc10ccc69abfc2d84e511d4a478628ed81..4e790872be6df392b4c686ae642edf6f9c4f1723 100644 --- a/landing/lenses/000480.json +++ b/landing/lenses/000480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000490.json b/landing/lenses/000490.json index 7a23cd741903f283ee9caf7f297c8d062fbae0ed..e7678e7b1aa79a6b9387dceb22d2008fc6393233 100644 --- a/landing/lenses/000490.json +++ b/landing/lenses/000490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004V0.json b/landing/lenses/0004V0.json index 63a6bbd4d1e1ff39d87f8c8f45f184dbad35034b..2425a1ba2a626d876f6799c7cedd48b807562fdd 100644 --- a/landing/lenses/0004V0.json +++ b/landing/lenses/0004V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004Y0.json b/landing/lenses/0004Y0.json index f886c831fc93e32850f3cc1dfab978bc4a1e4f72..67406b4e7f58e10ab9a676f27a912bde68e18722 100644 --- a/landing/lenses/0004Y0.json +++ b/landing/lenses/0004Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000500.json b/landing/lenses/000500.json index 19f82ae301609abdaa69a2c4b1a1435ffed39a92..be68ee2e99a67cb2395ea82e4734f056746f3b93 100644 --- a/landing/lenses/000500.json +++ b/landing/lenses/000500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000520.json b/landing/lenses/000520.json index 3fa338accf2cbc03b31874a6020c024d37de4328..79c0b3dabb6d6da78971027f09658fc45471329c 100644 --- a/landing/lenses/000520.json +++ b/landing/lenses/000520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,8 +1606,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000540.json b/landing/lenses/000540.json index dad917f73b0015865913c076dd05dc7d4ce8bcf8..422e17272e70e6a2c2e6f074e0917b6cd430ac6b 100644 --- a/landing/lenses/000540.json +++ b/landing/lenses/000540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000590.json b/landing/lenses/000590.json index f6fc6542210c2b5878d400db759dbdbc8a79ea15..ccc8991c74e27888922cde764afb0b68ecc08ab4 100644 --- a/landing/lenses/000590.json +++ b/landing/lenses/000590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000640.json b/landing/lenses/000640.json index 70208e83fed63889e4678ecd93d84dcd666aace1..39a652358dac9a1c140c5001079309fab6244a00 100644 --- a/landing/lenses/000640.json +++ b/landing/lenses/000640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -545,7 +545,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -907,15 +907,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1059,13 +1059,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,12 +1316,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b983a98b9c03", + "target": "000640", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.668 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000650.json b/landing/lenses/000650.json index fb8dc0a594de71a507dadf3dcb6d724f2a86b086..bf6c6b6cd3fad9596eaf6ff1d96500cbdefe8600 100644 --- a/landing/lenses/000650.json +++ b/landing/lenses/000650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000660.json b/landing/lenses/000660.json index 3ca172f1c2903a225ffa6c8f1293cdf9614c4e2f..c06f096d88fc203f59cb7eba6f217fb6ebb9c8f4 100644 --- a/landing/lenses/000660.json +++ b/landing/lenses/000660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,12 +1549,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4e784cfd3eaa", + "target": "000660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000670.json b/landing/lenses/000670.json index 327262b4037340c269c0337ff548eaefa4eb3c77..4e47f1d14025caf2d2870e01e52c0ad97687a738 100644 --- a/landing/lenses/000670.json +++ b/landing/lenses/000670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000680.json b/landing/lenses/000680.json index 681a603a5f9e96823dc39e71b11dc0331ad7c329..f23cd4487f81cc62fe4e7a9611ac5c0d441878a1 100644 --- a/landing/lenses/000680.json +++ b/landing/lenses/000680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1672,7 +1672,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1694,7 +1694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1712,8 +1712,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000700.json b/landing/lenses/000700.json index 5433622bdf9a586df455e8dd733285ca9f22816a..c870e8aa4cf5682faed521ffa2f10909a9f1310e 100644 --- a/landing/lenses/000700.json +++ b/landing/lenses/000700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000720.json b/landing/lenses/000720.json index 1665fffe0966ed5b6e7894a17b7d515775eb3500..5f8f70ad7938485df2f9e46b850ae003d8176764 100644 --- a/landing/lenses/000720.json +++ b/landing/lenses/000720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 34.28, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 34.28, + "score": 35.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 35.87, + "score": 36.79, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000760.json b/landing/lenses/000760.json index 05b84884cbb4d96c6a5fa0f9a982fadd6fe0b534..4e9903ab5570ffc8ee47216db19745a34ac49809 100644 --- a/landing/lenses/000760.json +++ b/landing/lenses/000760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007C0.json b/landing/lenses/0007C0.json index bc011f322125bba92d1a4c48aba3d323557cd324..2a0c597c735fd162efe9105ca9f70c7dbfe64e4b 100644 --- a/landing/lenses/0007C0.json +++ b/landing/lenses/0007C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007J0.json b/landing/lenses/0007J0.json index 35c317f471632732b8df9090cb61482a709e9289..876f56969251c19d00578e039d51862c54b338d3 100644 --- a/landing/lenses/0007J0.json +++ b/landing/lenses/0007J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000800.json b/landing/lenses/000800.json index 2adfc232e115c66975ff2af6066187f3b2861aea..c77dc98fb348b8b95de801b0ad244710178af486 100644 --- a/landing/lenses/000800.json +++ b/landing/lenses/000800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1184,10 +1184,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000810.json b/landing/lenses/000810.json index 641c4d7026f4c6c2d70b8d189b1312dcdbe7dd58..7a42a06a0d6681276eb691510d2b6cacba1f75a2 100644 --- a/landing/lenses/000810.json +++ b/landing/lenses/000810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/000850.json b/landing/lenses/000850.json index 22cba4f970b8f16833ec32f04636effffa05efcc..dc1a599ce7aa1d75048c46c26cc5a97998b2c625 100644 --- a/landing/lenses/000850.json +++ b/landing/lenses/000850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000860.json b/landing/lenses/000860.json index a3f7bd9c3f6ec17190273f35fa95479b04aeae10..d8d951a30e2d437e70336c68bcdafc9b84f767b3 100644 --- a/landing/lenses/000860.json +++ b/landing/lenses/000860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000880.json b/landing/lenses/000880.json index 62ec4bd5fd7cdbb1e8439bb75d2a05fb5a85a84e..bc99f043ca93d019c312faf72235f1405f76011d 100644 --- a/landing/lenses/000880.json +++ b/landing/lenses/000880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 29.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 33.01, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 29.81, + "grade": "dCR-A", + "score": 33.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 30.68, + "grade": "dCR-A", + "score": 34.03, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 5, "reasons": [ @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.79%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:15cfa575e8a9", - "target": "000880", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000890.json b/landing/lenses/000890.json index d5f76a28b7947f61a0fba8e77f5d13436ef8ddb2..982cea1a258d5ef578c1ea3e6fb527661284e570 100644 --- a/landing/lenses/000890.json +++ b/landing/lenses/000890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0008Z0.json b/landing/lenses/0008Z0.json index 29b2d42b7b04d3c8a172a94beab9f3f19d4b5922..578b69724382abe3a088db390ffd4bd5558c94b5 100644 --- a/landing/lenses/0008Z0.json +++ b/landing/lenses/0008Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000910.json b/landing/lenses/000910.json index c3da2f7f095bda537c2590b033277bee1fb57abd..e6d82875777e8f062e585609d839f786bdee74cc 100644 --- a/landing/lenses/000910.json +++ b/landing/lenses/000910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000950.json b/landing/lenses/000950.json index 19ae037dfac1f372fe6acfc863b0781c9862298c..b423bd48adce86ea6e34df33c6503e7409e26cb1 100644 --- a/landing/lenses/000950.json +++ b/landing/lenses/000950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,15 +979,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,88 +1381,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e8c916b56e6a", - "target": "000950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.372 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000970.json b/landing/lenses/000970.json index fd38f18964feb352cae483d83f2d6a09cbffcef3..7ef9c5402795ce2a9077b8d49ca9f02613266463 100644 --- a/landing/lenses/000970.json +++ b/landing/lenses/000970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000990.json b/landing/lenses/000990.json index 4a083a4ff8513e9eeef0c5beee311b4d85aa171c..15d60ae4de427f63a8a2aa4aadc47c0609ed04fe 100644 --- a/landing/lenses/000990.json +++ b/landing/lenses/000990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0009K0.json b/landing/lenses/0009K0.json index 6e256d99c75c4f6a09a045d68fa073ab91f5f639..e02f2388a76e0368fd283bb52482572c2bce9806 100644 --- a/landing/lenses/0009K0.json +++ b/landing/lenses/0009K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001000.json b/landing/lenses/001000.json index 1576ef800ddf1b9515ea726b21609d0f9afef2fb..a2c8a343fbab9bf622f0ad7386a19d9389efcfb5 100644 --- a/landing/lenses/001000.json +++ b/landing/lenses/001000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001020.json b/landing/lenses/001020.json index b244ff0ce846c98b41a3abf80f78fcd01f3defe8..f287e4b0235242e5371ffbb1430d3f2ea4a49342 100644 --- a/landing/lenses/001020.json +++ b/landing/lenses/001020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001040.json b/landing/lenses/001040.json index b3f0ded3a29be529f73fdd058a99c1296ea63e81..a8f4dbfc3bbe49668b9816031bc2477f4ef48bc3 100644 --- a/landing/lenses/001040.json +++ b/landing/lenses/001040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,7 +820,7 @@ { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", + "grade": "dCR-A", "score": 22.34, "assumptions": { "scenarioStress": "moderate" @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,17 +911,15 @@ "eCR": "eCR-2", "pdEstimate": 0.04, "notchAdjustment": { - "totalNotch": 4, + "totalNotch": 3, "reasons": [ "중대형기업 (매출 45조)", - "캡티브금융 별도 D/EBITDA 1.4x (양호)", - "시가총액 11조" - ], - "monotonicGate": "A+" + "캡티브금융 별도 D/EBITDA 1.4x (양호)" + ] }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001060.json b/landing/lenses/001060.json index ccc57ad462c7003cbc92b831f07b158d2820ad63..c948ce5291ebba53076495775a96d7f14f07cbaf 100644 --- a/landing/lenses/001060.json +++ b/landing/lenses/001060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.85, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.85, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.85, + "score": 9.85, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.67, + "grade": "dCR-A+", + "score": 10.67, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1604,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001070.json b/landing/lenses/001070.json index 78da76acda19cc254166930a72f11afcce7a4870..a417a29f25a45628831d1bfca57a40d2a1582c64 100644 --- a/landing/lenses/001070.json +++ b/landing/lenses/001070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001080.json b/landing/lenses/001080.json index ce688f37c03b6911fe4b4044e04d520f5cb26b3c..fcafd1b48595a7efbe7b539404e9ca4fd16bdd22 100644 --- a/landing/lenses/001080.json +++ b/landing/lenses/001080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1052,10 +1052,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,7 +1075,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1083,7 +1083,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010F0.json b/landing/lenses/0010F0.json index 41aa398f2b645f64bd9ede53975c3049fe61ec0a..7172d4ab3588b4e9e2c54c0c28d3f550861a9153 100644 --- a/landing/lenses/0010F0.json +++ b/landing/lenses/0010F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -543,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -574,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -719,10 +719,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010S0.json b/landing/lenses/0010S0.json index f3e02a338cd6b360e0f7a4c441ed714bad72e330..24a2089a5b6770482bbcf0eb891eed3a782a40df 100644 --- a/landing/lenses/0010S0.json +++ b/landing/lenses/0010S0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0010V0.json b/landing/lenses/0010V0.json index 9dda99b8298f72b1d531635dd027b4bc880bf683..8621457985e41fa4903607a31866d6dbab95399d 100644 --- a/landing/lenses/0010V0.json +++ b/landing/lenses/0010V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001120.json b/landing/lenses/001120.json index 87cfc9448b90fe1197d86ceefee91d16d20fd41b..e5f9671689fa2a1be819ad1d7a15206d426a2252 100644 --- a/landing/lenses/001120.json +++ b/landing/lenses/001120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -975,19 +975,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1008,8 +1008,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,17 +1054,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1133,7 +1133,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1142,7 +1142,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,88 +1392,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:abeda76cd52f", - "target": "001120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.359 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001130.json b/landing/lenses/001130.json index 0f4a2602c9605b395f1a70b39d80686b7673f329..645e6a2eba82f3ee9f2dd26d6ce7e5807ee96a31 100644 --- a/landing/lenses/001130.json +++ b/landing/lenses/001130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001140.json b/landing/lenses/001140.json index ba9b227c87334a0914dcee27b6bfc22a083b8b6c..1d40125220531885dadd70409f4585369a85f379 100644 --- a/landing/lenses/001140.json +++ b/landing/lenses/001140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,10 +1192,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1210,10 +1210,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011A0.json b/landing/lenses/0011A0.json index d5fc9575a0d57921978561022868fd3df6c5bb81..46af0a811d2c802a6fefa6662302eac35715b265 100644 --- a/landing/lenses/0011A0.json +++ b/landing/lenses/0011A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011T0.json b/landing/lenses/0011T0.json index 1c03e6f6a1268632f96a6ee51c7ca1310b7077a8..9b42e0bd456c5946c730b4375956be9ff3d69d78 100644 --- a/landing/lenses/0011T0.json +++ b/landing/lenses/0011T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001200.json b/landing/lenses/001200.json index f1803af1022fa64e0740b97e24be92d31ec6f066..d94c57a66cdb2ffdd6f99a63074f694edd4a4c7f 100644 --- a/landing/lenses/001200.json +++ b/landing/lenses/001200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1282,7 +1282,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1300,8 +1300,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001210.json b/landing/lenses/001210.json index c205bc66c7f972c23acf2e868fab087422b81ec0..85e94e6b8be9b267dbc2c09a7d5e94813535891b 100644 --- a/landing/lenses/001210.json +++ b/landing/lenses/001210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -972,19 +972,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,7 +1130,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,10 +1198,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1586,12 +1586,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ddcc72a9bf56", + "target": "001210", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001230.json b/landing/lenses/001230.json index 273ca34b330f004cbe74852b0cdbf8b8d7ec84af..095696de09c2569cf8691b39672f8f40058659e2 100644 --- a/landing/lenses/001230.json +++ b/landing/lenses/001230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001250.json b/landing/lenses/001250.json index 4a8f75290321f464d8ee34c5ba87a7b71831ad48..96306cb9640553849c6eba9aa7d8a5da80cc228a 100644 --- a/landing/lenses/001250.json +++ b/landing/lenses/001250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001260.json b/landing/lenses/001260.json index 57ba92bde66187e3eb436a752f601c04171e8eb9..a11d8721cf11a8768700c94f6c1d25600178e2e5 100644 --- a/landing/lenses/001260.json +++ b/landing/lenses/001260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001270.json b/landing/lenses/001270.json index 28de5c22031f0b6112c2771b9388e7c13ab3b6b9..45c6d23b36df9982692d34062cfa253aef3a4878 100644 --- a/landing/lenses/001270.json +++ b/landing/lenses/001270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -803,10 +803,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001290.json b/landing/lenses/001290.json index 63d865776e7cec4e73f93a21402056bab194bf6d..217d975a6084b506189df96b306e4f4ce80288e3 100644 --- a/landing/lenses/001290.json +++ b/landing/lenses/001290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -351,13 +351,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -457,14 +457,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -584,10 +584,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -630,7 +630,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -650,8 +650,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -672,8 +672,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -708,7 +708,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -783,10 +783,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001340.json b/landing/lenses/001340.json index 33e920b5893891635ef61101b132cbe1f506c279..1aa9143cc7f29ce71078fdb03225f390263fcd47 100644 --- a/landing/lenses/001340.json +++ b/landing/lenses/001340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001360.json b/landing/lenses/001360.json index 86fc38d342378018ba36e82489f12ac19b8e2b80..1c5ef1a4cacdf9bbf54b3165a8d93e90111794b1 100644 --- a/landing/lenses/001360.json +++ b/landing/lenses/001360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9046.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9046.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001380.json b/landing/lenses/001380.json index fe6b170948331d532559b53db6544b1403cc362d..aeb35a48509587ba9558a70857ae4e7aaf94ceff 100644 --- a/landing/lenses/001380.json +++ b/landing/lenses/001380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001390.json b/landing/lenses/001390.json index 8cfbffad07e09651765efdc8d3bdaad0d34d6006..96ce87491035b730345bc2276127f1579c306526 100644 --- a/landing/lenses/001390.json +++ b/landing/lenses/001390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0013V0.json b/landing/lenses/0013V0.json index 0156587eb0efac9632cbea4f7dae374024273cbc..ed8435c3a59a59502df0971a02be7a7dee7aa9d8 100644 --- a/landing/lenses/0013V0.json +++ b/landing/lenses/0013V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0013Y0.json b/landing/lenses/0013Y0.json new file mode 100644 index 0000000000000000000000000000000000000000..24d8dcb04525c0bf231383f4741b10c978994a6c --- /dev/null +++ b/landing/lenses/0013Y0.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "0013Y0", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0013Y0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-25" + }, + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0013Y0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-25" + }, + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0013Y0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0013Y0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.4, + "unit": "%p", + "signal": "rising", + "change": 0.1299999999999999, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 107.89, + "unit": "$", + "signal": "falling", + "change": -2.1200000000000045, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1324.6, + "unit": "원", + "signal": "rising", + "change": 0.3999999999998636, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-22", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-22", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-20", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-23", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0013Y0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0013Y0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0013Y0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0013Y0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/001420.json b/landing/lenses/001420.json index eda4599f75ae5526d2e52b6064e70514e247d8a7..7e1009d75e37a08887f9134b74468b216d524b57 100644 --- a/landing/lenses/001420.json +++ b/landing/lenses/001420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001430.json b/landing/lenses/001430.json index 99c20742871a883aefe12d34c8397d300ad81fd7..18e7c68a1e2ef16b1f1694310cfb91c0c703c038 100644 --- a/landing/lenses/001430.json +++ b/landing/lenses/001430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001440.json b/landing/lenses/001440.json index 1b6e82999c5c6e29b2c8a548bc1597ded3ecec05..bac17a9bbee0fade3f80c7c9278f8f3e5669d32d 100644 --- a/landing/lenses/001440.json +++ b/landing/lenses/001440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.48, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.73, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.48, + "score": 35.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.37, + "score": 36.62, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001450.json b/landing/lenses/001450.json index 843b0a77d5f56c2ba338e3ffc264adbe6f4521c7..f659cd8f130c26c78a96b0d8a5aa149891e0292c 100644 --- a/landing/lenses/001450.json +++ b/landing/lenses/001450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001460.json b/landing/lenses/001460.json index 0d8ffb34740ad87cc3d4ac5f415e3c0f8d90222d..be18370368a2f6da01f0dbd39a4678cc775f5de0 100644 --- a/landing/lenses/001460.json +++ b/landing/lenses/001460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001470.json b/landing/lenses/001470.json index 81988e2a6dff95365988139eb7a2843c10ad7022..808f0a43eea0cb2ce39ae363bb6b77b70fc67d2a 100644 --- a/landing/lenses/001470.json +++ b/landing/lenses/001470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-01", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-01", "period": "2025", "status": "derived", @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-01", "period": "2025", "status": "observed", @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001500.json b/landing/lenses/001500.json index 1f48d209133c75a1279f7ee302e08dcba5e278a4..1f10fd1db96ce05561d59c4680f31c27d5f8980f 100644 --- a/landing/lenses/001500.json +++ b/landing/lenses/001500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1139,7 +1139,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1157,8 +1157,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001510.json b/landing/lenses/001510.json index 89a4beecec14373db5566767038f6e3d2efe5e55..362b023f15322eefdc94907fe741adc44951854b 100644 --- a/landing/lenses/001510.json +++ b/landing/lenses/001510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -273,13 +273,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -461,14 +461,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -588,10 +588,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -634,7 +634,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -654,8 +654,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -676,8 +676,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -687,7 +687,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -712,7 +712,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001520.json b/landing/lenses/001520.json index ddf1df4ee8c85961bc395920c4c1e7120f2cb08e..3bb0727fdd9a1e2489df71a9f99e93de4065113b 100644 --- a/landing/lenses/001520.json +++ b/landing/lenses/001520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 20.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 20.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001530.json b/landing/lenses/001530.json index ea7a17ed2532c82933a6a26bffbbbb42d5d0c1fa..57ccfead31290234dd987f5d575fb870281cce8c 100644 --- a/landing/lenses/001530.json +++ b/landing/lenses/001530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1557,88 +1557,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8fbb6a182fa1", - "target": "001530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.66 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001540.json b/landing/lenses/001540.json index 6c5d477f49df02c6954652b7294389127a03726d..87e4b9ea40dcfca88e0ec1c97efa24cd0bebe193 100644 --- a/landing/lenses/001540.json +++ b/landing/lenses/001540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001550.json b/landing/lenses/001550.json index b57d3213d98fd15b50d4678bf1792de71a3a7081..b2b926e2438c331dc4bcb3a2d40e677030e6d6d2 100644 --- a/landing/lenses/001550.json +++ b/landing/lenses/001550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001560.json b/landing/lenses/001560.json index c06d1e55e740fa7f2cf3826e78213f8c3790ae69..27f60685333b1df4f1247bb87ebd1180d9997f41 100644 --- a/landing/lenses/001560.json +++ b/landing/lenses/001560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001570.json b/landing/lenses/001570.json index d0649bf8da57b241a73f288604ab9fd51cf19443..f1471bb2122c1e0af9032dfc34607d8e75e3921d 100644 --- a/landing/lenses/001570.json +++ b/landing/lenses/001570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015G0.json b/landing/lenses/0015G0.json index d8a103e76e9959e9d90f0cc6c1ee82219b352168..6f925aa2ef65101044553cda1396c50433196ccf 100644 --- a/landing/lenses/0015G0.json +++ b/landing/lenses/0015G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015M0.json b/landing/lenses/0015M0.json new file mode 100644 index 0000000000000000000000000000000000000000..3a4ccb557c94732b6218173144384ea217f454f1 --- /dev/null +++ b/landing/lenses/0015M0.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "0015M0", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0015M0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-25" + }, + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0015M0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-25" + }, + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0015M0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0015M0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.4, + "unit": "%p", + "signal": "rising", + "change": 0.1299999999999999, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 107.89, + "unit": "$", + "signal": "falling", + "change": -2.1200000000000045, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1324.6, + "unit": "원", + "signal": "rising", + "change": 0.3999999999998636, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-22", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-22", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-20", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-23", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0015M0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0015M0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0015M0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0015M0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/0015N0.json b/landing/lenses/0015N0.json index 2023d2b8c58e8252f59dcc49aeceeb191cb0a40f..2dcae45d3bc485a498da24646f2de9923d0fc5d3 100644 --- a/landing/lenses/0015N0.json +++ b/landing/lenses/0015N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015S0.json b/landing/lenses/0015S0.json index 2f82423e3ea00a922526b3444412f2fb76f30bbb..8255e91159d62069cd72b0ca3dc8ae4ca93b12b3 100644 --- a/landing/lenses/0015S0.json +++ b/landing/lenses/0015S0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001620.json b/landing/lenses/001620.json index d93e2bc98f24f4c63774a6baab5c7e5c1cfb4d42..3ee10c5fd60ff21749ddfa92500288456400035d 100644 --- a/landing/lenses/001620.json +++ b/landing/lenses/001620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001630.json b/landing/lenses/001630.json index 87a2b3a6354452623042e5a45f0df5903831b6d8..5bccff524c3544281e32f33bcabb92657ec54c6e 100644 --- a/landing/lenses/001630.json +++ b/landing/lenses/001630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.50%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001680.json b/landing/lenses/001680.json index ac580d3561b30b6a777740d7da9ea4a056f37197..f6b332f8bf4f3a842963bbbd49710c4222aa0952 100644 --- a/landing/lenses/001680.json +++ b/landing/lenses/001680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001720.json b/landing/lenses/001720.json index 69438e387819399d408500285460f1b14409aba5..50c755b1e52754303e69ae54b04355ad0ebbdd33 100644 --- a/landing/lenses/001720.json +++ b/landing/lenses/001720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001740.json b/landing/lenses/001740.json index c3e0ba3f75bb8b637c3ba767312bc88ce6a1def6..186ec457f5066fa0681d5e3ee4f67ec9b802b275 100644 --- a/landing/lenses/001740.json +++ b/landing/lenses/001740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001750.json b/landing/lenses/001750.json index 9260f60e4dab548d7ac61a535080654f1b15d709..0f69e0b02c2742dd68fddebf342b3aed6c683289 100644 --- a/landing/lenses/001750.json +++ b/landing/lenses/001750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -736,7 +736,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001770.json b/landing/lenses/001770.json index 49ede6d5a8c793887d6fb082e04c4b09b6a7e2cf..419241e23f33b4b58483d4468e6f6cb11fb1362e 100644 --- a/landing/lenses/001770.json +++ b/landing/lenses/001770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001780.json b/landing/lenses/001780.json index dfe1da4dd3f7e1130ca367f6413e5e6bd4d27c83..2959abc8778c6380068a6e44bf4665b481ebfe78 100644 --- a/landing/lenses/001780.json +++ b/landing/lenses/001780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001790.json b/landing/lenses/001790.json index 393283dff762a2dc19ace75e998ebace7b66a1db..2a4b4380fe1341159d4acd716c885e1996da1021 100644 --- a/landing/lenses/001790.json +++ b/landing/lenses/001790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0017J0.json b/landing/lenses/0017J0.json index 6afe162ccfbba18f0d89275875741cc147e1a413..83febfa9856c725909ba39bea3a402c7d9a574a6 100644 --- a/landing/lenses/0017J0.json +++ b/landing/lenses/0017J0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001800.json b/landing/lenses/001800.json index 7b08e9376f0b16b0c150a1be75b4915956dee2b6..ea3b41df2284e0f80228db77975ed4a44ff3c8f2 100644 --- a/landing/lenses/001800.json +++ b/landing/lenses/001800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001810.json b/landing/lenses/001810.json index 75143425e25331fa7a158e451c018fba5343d9bb..bc8de5e619bdecf20f4810cd5b3ec4b6521ae4a5 100644 --- a/landing/lenses/001810.json +++ b/landing/lenses/001810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.95, + "grade": "dCR-BB-", + "score": 43.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.24, + "grade": "dCR-BB-", + "score": 43.49, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001820.json b/landing/lenses/001820.json index 0d0468d196188688ae03dfff99bfba8804e300d3..f6df3b883350ff24af8702e0f8fff84ae9061c9f 100644 --- a/landing/lenses/001820.json +++ b/landing/lenses/001820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001840.json b/landing/lenses/001840.json index 7b738f0f799e6a72abfc7099768502cd879cebb8..012b94317e9fae09b0d4d2ba58b8ce0f5ac5e7cf 100644 --- a/landing/lenses/001840.json +++ b/landing/lenses/001840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-23", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-23", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001890.json b/landing/lenses/001890.json index 15a5f45639260597d2a82664afd03e7fd43691e5..a7fcbdbf5d7999fd08b949f0fa5237537247d17b 100644 --- a/landing/lenses/001890.json +++ b/landing/lenses/001890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001940.json b/landing/lenses/001940.json index 12fb825a5e76ff8fd620a3c38bc5442c1d956fce..f172bf7c7563ca56375937077ae26731c53114e1 100644 --- a/landing/lenses/001940.json +++ b/landing/lenses/001940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001970.json b/landing/lenses/001970.json index 9407f73afbfd8c7b1e537dac8179fb2d4b8fd7dd..4b178ffffe440f999c7f29219bfa170c75c56471 100644 --- a/landing/lenses/001970.json +++ b/landing/lenses/001970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -591,10 +591,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -610,10 +610,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -637,10 +637,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -655,10 +655,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -669,7 +669,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -677,7 +677,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002020.json b/landing/lenses/002020.json index f495bee111cb4b14bfa07320df51a52c9217032e..5bea70b218d06f33296297e6b39794bf6f840ba6 100644 --- a/landing/lenses/002020.json +++ b/landing/lenses/002020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002030.json b/landing/lenses/002030.json index 73738c5ff6da404648b1579b658433ec901381b1..3967399cedfbc94315e1140ef74c6d8da8e0f02b 100644 --- a/landing/lenses/002030.json +++ b/landing/lenses/002030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002070.json b/landing/lenses/002070.json index b7391f495b65aed468b5478761a8cb1939be8ebc..fecf021d0a5e3daa765898bc6d520a1b041c319e 100644 --- a/landing/lenses/002070.json +++ b/landing/lenses/002070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 106.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002100.json b/landing/lenses/002100.json index 8da76167dcf73038ca8fa681958e3d89e21b54c4..768f9248328689d93ad966f7e1b06cec7b3ad23f 100644 --- a/landing/lenses/002100.json +++ b/landing/lenses/002100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002140.json b/landing/lenses/002140.json index ed9be22e98b0834f8ce75f83f43ad8aa24355332..0bc914074f655176d58bc230ee0e522ad8c77e4c 100644 --- a/landing/lenses/002140.json +++ b/landing/lenses/002140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002150.json b/landing/lenses/002150.json index f1ad547499b9e64c994854e273b95fa70d41763d..d9580b3329b796f30d411d4fe5e076718b1ff9bc 100644 --- a/landing/lenses/002150.json +++ b/landing/lenses/002150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002170.json b/landing/lenses/002170.json index f3632897c51e975d0f7a6e8766fd64b6903ca8eb..d535027980c7e9ad769ae88ab5072dc6fab75a84 100644 --- a/landing/lenses/002170.json +++ b/landing/lenses/002170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002200.json b/landing/lenses/002200.json index 651d5a32937764a1429674bcf5106b63144ee1be..db00fe61658dcbd1541f2706a6ad549f43f8aabe 100644 --- a/landing/lenses/002200.json +++ b/landing/lenses/002200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002210.json b/landing/lenses/002210.json index 1552fdb13746566ec7e036afdbb1fc00be84f934..34f054369663b38f98162106b82418b6e623540f 100644 --- a/landing/lenses/002210.json +++ b/landing/lenses/002210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002220.json b/landing/lenses/002220.json index 5246f77a1a3a1cd16b06701dbe9579482b5c074b..2d3f380d754df8637c797036f8f62393f09a2971 100644 --- a/landing/lenses/002220.json +++ b/landing/lenses/002220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 12.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 14.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002230.json b/landing/lenses/002230.json index 95290b72de022d275cbdc85e8c137981ab67109a..3f9c784328071871de2e8d8aa06ab7791e845694 100644 --- a/landing/lenses/002230.json +++ b/landing/lenses/002230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,7 +1601,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1623,7 +1623,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1641,8 +1641,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002240.json b/landing/lenses/002240.json index ec3740f4395c10a470314decb981384c51a14f20..9c8451b237386be69860f89bc3a91e528e8025fb 100644 --- a/landing/lenses/002240.json +++ b/landing/lenses/002240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002290.json b/landing/lenses/002290.json index a98c5d701bdd46a14ddba44952d7a102035cc640..1220ccce427ac5737531c938bcebc9bb2f0a855a 100644 --- a/landing/lenses/002290.json +++ b/landing/lenses/002290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002310.json b/landing/lenses/002310.json index 5f969354c0df8b53e3f86a4816c031d9d05216a3..dc6b5e9a9800da9a0f51e33550e9e92fe5564f38 100644 --- a/landing/lenses/002310.json +++ b/landing/lenses/002310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002320.json b/landing/lenses/002320.json index 1836587b13472446fbb8c5f42f59222b3e6ed5b3..5b72612d336d7f4e49f168b743a890e5365be03b 100644 --- a/landing/lenses/002320.json +++ b/landing/lenses/002320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.95, + "score": 35.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.57, + "score": 36.82, "assumptions": { "scenarioStress": "moderate" } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002350.json b/landing/lenses/002350.json index f169e1b2fa63c78a2e173e7b978fbae314699f52..230005b7c8edf2ef0c4500d6a9bca0f7341dec78 100644 --- a/landing/lenses/002350.json +++ b/landing/lenses/002350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.73, + "grade": "dCR-BBB-", + "score": 27.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.85, + "grade": "dCR-BBB-", + "score": 29.1, "assumptions": { "scenarioStress": "moderate" } @@ -905,10 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002360.json b/landing/lenses/002360.json index 2f768c89462c5004da82e7445e0f0f3864e50d02..912f23356a74fab3eb01bb44cfb38e1aa846d283 100644 --- a/landing/lenses/002360.json +++ b/landing/lenses/002360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002380.json b/landing/lenses/002380.json index 1d8a7c65e40c03df7b3ea458ed6f5ce357e1fe26..cde304db705f215909fbfe0d2ee3349c092ab5d7 100644 --- a/landing/lenses/002380.json +++ b/landing/lenses/002380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,8 +1470,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002390.json b/landing/lenses/002390.json index d87acaa045522dc0050e47d3e46b00da25958e31..cabf1c70cf51236173b3193319c43d4012b60465 100644 --- a/landing/lenses/002390.json +++ b/landing/lenses/002390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002410.json b/landing/lenses/002410.json index 818fd51301f40d5e99c6ec3f1251419f76396c26..e6276aa2874a7c28e725400883ad1abf058446e9 100644 --- a/landing/lenses/002410.json +++ b/landing/lenses/002410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002420.json b/landing/lenses/002420.json index 7a96859761978ee70005771d59c1f2dcbad33cd0..29c128beb5b4fed372bdb878bfaca5f61f053b67 100644 --- a/landing/lenses/002420.json +++ b/landing/lenses/002420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002450.json b/landing/lenses/002450.json index 47f878e6b42bb3e0a4e47b7df05007790b9d22c4..83eb8dade018e89c6f0106a36878eaa7ad912007 100644 --- a/landing/lenses/002450.json +++ b/landing/lenses/002450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002460.json b/landing/lenses/002460.json index 34c986ab3097747e11b8d854dfd34f7e73a591f6..b7e63cef635fa1aec8f8e56c2794356640431acd 100644 --- a/landing/lenses/002460.json +++ b/landing/lenses/002460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002550.json b/landing/lenses/002550.json index 6189eb4d9243f37d4efe7303cfa53d142c73ff01..789e8837fae843ebbb22608ecd20d360ac6401cc 100644 --- a/landing/lenses/002550.json +++ b/landing/lenses/002550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002600.json b/landing/lenses/002600.json index 479f3d0531bf04d498aa0965f1d5f9661976947d..79f5bccf5b0e25218a2539addf4f0e823f57b32b 100644 --- a/landing/lenses/002600.json +++ b/landing/lenses/002600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002620.json b/landing/lenses/002620.json index 1ae68f68435fa14dd264be7888547bc0310c2f27..8235a486ba8b9c6db086bcb557fa7f3cd51ce20a 100644 --- a/landing/lenses/002620.json +++ b/landing/lenses/002620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,8 +1606,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002630.json b/landing/lenses/002630.json index 50c5c29537937eb10b1debc8c567b805758bd37d..0e256b2e7fd898f8437e51d7a6969c5e6cee4c5b 100644 --- a/landing/lenses/002630.json +++ b/landing/lenses/002630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002670.json b/landing/lenses/002670.json index 23f41442dd79f6901a4af99b354275104d87eca7..b74732b383d1ad2d5ab656c8ed433e317022576e 100644 --- a/landing/lenses/002670.json +++ b/landing/lenses/002670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/002680.json b/landing/lenses/002680.json index c60996420226d1f1266571a315a02b8ed4c69c57..0d69e9eeff71ab7dccc492f7dbd2b70e8bbf263b 100644 --- a/landing/lenses/002680.json +++ b/landing/lenses/002680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1759.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1699.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002690.json b/landing/lenses/002690.json index 27a83ff1fc606858773bd4ebb236ad2c51860f84..e8d30de7f11e4deffea02e09823a756664ab5a7c 100644 --- a/landing/lenses/002690.json +++ b/landing/lenses/002690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002700.json b/landing/lenses/002700.json index 2fcad1c8b03dcdb06a16e45f3c005f56f706b6e1..30d04f5d4629e3665e63048281b004afe8c5e85c 100644 --- a/landing/lenses/002700.json +++ b/landing/lenses/002700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002710.json b/landing/lenses/002710.json index 735de65bfd921f84960c59e44591a0f6c78ae26a..648a2fdd730671847faf126aa3b20cd3de22970a 100644 --- a/landing/lenses/002710.json +++ b/landing/lenses/002710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 16.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 25.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,88 +1668,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:06ad74bcfaa7", - "target": "002710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002720.json b/landing/lenses/002720.json index fe2dcfc4447fcbafcabe4768959aeaf9a59160d2..a8d14d3f5065900859c8935ae9717ace2c302f65 100644 --- a/landing/lenses/002720.json +++ b/landing/lenses/002720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002760.json b/landing/lenses/002760.json index 96c132215848b5fbaaa126ecb9de38079bcdb94d..fa71fa0db6c2a7627979b9c0f4a8a12513eff721 100644 --- a/landing/lenses/002760.json +++ b/landing/lenses/002760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002780.json b/landing/lenses/002780.json index 6d2b6855e1ba51120019c019ffc9c91f759aefd5..d5f0d016cbf4a10fda85ae08519935fab8cb7917 100644 --- a/landing/lenses/002780.json +++ b/landing/lenses/002780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002790.json b/landing/lenses/002790.json index 5651c7ac76f79b22824bd93b1ce68d3910f0c3cc..a80ad124f3156a528e5b1cbb6d87295d34f10d69 100644 --- a/landing/lenses/002790.json +++ b/landing/lenses/002790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002800.json b/landing/lenses/002800.json index 2f65ecc25ca7fc59ea14a40652a06042f0e26c2c..913c276a1af6924d2091c7fa7241dd843a1f327d 100644 --- a/landing/lenses/002800.json +++ b/landing/lenses/002800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,15 +1512,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002810.json b/landing/lenses/002810.json index 17dedc2e09b26c028ff603f975715dea5ba1843f..40a4dbc88404b90bd6b9da2aa888c8fabb8aace4 100644 --- a/landing/lenses/002810.json +++ b/landing/lenses/002810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002820.json b/landing/lenses/002820.json index d98393de793a3e14da019c6e94eee22bd112ae20..9710a98b83d17337ebb21d76d933e0e989c922b1 100644 --- a/landing/lenses/002820.json +++ b/landing/lenses/002820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 50.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 46.84, + "grade": "dCR-B+", + "score": 50.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.69, + "grade": "dCR-B+", + "score": 51.24, "assumptions": { "scenarioStress": "moderate" } @@ -833,11 +833,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 10.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -853,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1013,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002840.json b/landing/lenses/002840.json index 6228ef79b8e4d635ff138e1c04cf8f0edffbdd86..fa94f410333ef212742f682a179d44ab0aafe945 100644 --- a/landing/lenses/002840.json +++ b/landing/lenses/002840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1592,88 +1592,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ed562a69aa4a", - "target": "002840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002870.json b/landing/lenses/002870.json index f18730481a7f7829755411f703587e9a87e26373..c8132315c9080e94f11ab14df01e399464c374f3 100644 --- a/landing/lenses/002870.json +++ b/landing/lenses/002870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002880.json b/landing/lenses/002880.json index 47eef13b95acf973f69f1ffafb625ed42b8554ba..456f3f96752409d60e5c3395c4c7702f7d4fcf9c 100644 --- a/landing/lenses/002880.json +++ b/landing/lenses/002880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.6, + "grade": "dCR-BB", + "score": 40.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.93, + "grade": "dCR-BB-", + "score": 42.05, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -912,10 +912,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002900.json b/landing/lenses/002900.json index 29228c4c17ba05a8d867f0e2493698e11b3f7495..a13df801f533840cab8eb8a3f764ab627e532cd1 100644 --- a/landing/lenses/002900.json +++ b/landing/lenses/002900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002920.json b/landing/lenses/002920.json index 3e6320571181e68a1f39dd52022700e4c5a70a5b..08180146ee9acb5263fb9b9c8718c18f015bf825 100644 --- a/landing/lenses/002920.json +++ b/landing/lenses/002920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002960.json b/landing/lenses/002960.json index 9892af553bb946c6d6d8a1fc6ee09ed730490568..e4d70b99d5c0c7990c4b7c148291016d79c2aebe 100644 --- a/landing/lenses/002960.json +++ b/landing/lenses/002960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002990.json b/landing/lenses/002990.json index 1785903a94fa73c7319fb5faf83e8291bab6fa33..ece9962eab03082b1388a534f5a5be939f387d74 100644 --- a/landing/lenses/002990.json +++ b/landing/lenses/002990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003000.json b/landing/lenses/003000.json index 191546798c568784fbad9591270796e13e762dc4..a7cf4831dc04c0a1326194399c104d9427854e15 100644 --- a/landing/lenses/003000.json +++ b/landing/lenses/003000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.75, + "grade": "dCR-BBB+", + "score": 19.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.66, + "grade": "dCR-BBB+", + "score": 20.39, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003010.json b/landing/lenses/003010.json index 84ae9cfc18fd01f38c9bdaf4ed9a6355bffe0f0e..69b0d478fe41f07a4315135fb6ff97b113f44a36 100644 --- a/landing/lenses/003010.json +++ b/landing/lenses/003010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,10 +1025,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003030.json b/landing/lenses/003030.json index d0a8518c98ff1dcbab6b7e74fea6ce24734effca..94f6aee7d7d131ced298c9304d8b0c37d8e2fa72 100644 --- a/landing/lenses/003030.json +++ b/landing/lenses/003030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003060.json b/landing/lenses/003060.json index 66b87781a77ae8014c3374a6edad26b2fa492d57..5159a9c4a28512e5898c07be549c094274e23381 100644 --- a/landing/lenses/003060.json +++ b/landing/lenses/003060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9995.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9996.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003070.json b/landing/lenses/003070.json index 96def135f9a307c4159dffcdbdf87fc281fefdf2..ee5ae7c7818642c6f49854aaa59a9ade1870f1be 100644 --- a/landing/lenses/003070.json +++ b/landing/lenses/003070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003080.json b/landing/lenses/003080.json index 9d60bba0d66f6483892a6d849f573a1d0d0eb47f..927d5cb2a6b48bed2edbff9908b18d2160de6864 100644 --- a/landing/lenses/003080.json +++ b/landing/lenses/003080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003090.json b/landing/lenses/003090.json index 3e553e03cfb2fbd41e789b8feaf9627c82d2e99b..937f2b7fc7f4c1ef9b6aa76e35b41b2ec68bc697 100644 --- a/landing/lenses/003090.json +++ b/landing/lenses/003090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:276e873068dc", + "target": "003090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.252 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003100.json b/landing/lenses/003100.json index 4d6cee7b557104f9c1e49b680846e71103fed590..6a2e0fc69c7dcf3f4e0e01c0f38c78fa9527d1cb 100644 --- a/landing/lenses/003100.json +++ b/landing/lenses/003100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,15 +1604,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003120.json b/landing/lenses/003120.json index cf8cb811a84a5aff4efd7423ca77c8cd9be3f3b1..7089036bed99ad163f538eb47f4ea48706046b8c 100644 --- a/landing/lenses/003120.json +++ b/landing/lenses/003120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003160.json b/landing/lenses/003160.json index 8551dbf3ae30538380d4bef4424df3481f793a2f..d66640231bc3c510f8d910827f9c7f5aeafa5b08 100644 --- a/landing/lenses/003160.json +++ b/landing/lenses/003160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003200.json b/landing/lenses/003200.json index 284eefa5735809526e9c6d5d9599b8f8680719bf..00eac511cd198bd24d7f4997e990b2d7ef63d08b 100644 --- a/landing/lenses/003200.json +++ b/landing/lenses/003200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003220.json b/landing/lenses/003220.json index 9758debf2890a17904c3fb3a9915783666791a13..5dcb7a89a43f9dcfdb02d20473a545c0f10d5187 100644 --- a/landing/lenses/003220.json +++ b/landing/lenses/003220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 65.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003230.json b/landing/lenses/003230.json index 22ad2de639745898cd2e94125c1e4f1df3634c87..f8add55dc52a96621e63af636009f77a3700b784 100644 --- a/landing/lenses/003230.json +++ b/landing/lenses/003230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003240.json b/landing/lenses/003240.json index 6b15a0f382e194f9a566c7f10a3cbff006cc6831..6167ecb494470bf1b0bcd1f0c1c061bec006ddfe 100644 --- a/landing/lenses/003240.json +++ b/landing/lenses/003240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003280.json b/landing/lenses/003280.json index dfede0e6429d13e46e452f97e46f452264de8d1c..45c4804e60c1f806791e654800e73c233ea545b2 100644 --- a/landing/lenses/003280.json +++ b/landing/lenses/003280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,88 +1553,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a14363766503", - "target": "003280", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003300.json b/landing/lenses/003300.json index 17e863babd1ac6964aa19fc576494b5cbdbc8e44..d4d60715f280329d8150ac87e235816145d95e0f 100644 --- a/landing/lenses/003300.json +++ b/landing/lenses/003300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003310.json b/landing/lenses/003310.json index 7ea2b41e493dd33b3e0dd63ce2b487f0f919cd3c..751745673faa2e3453d3f7debdf4742dbe7b3da6 100644 --- a/landing/lenses/003310.json +++ b/landing/lenses/003310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,12 +1549,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f96f348db6df", + "target": "003310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.504 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003350.json b/landing/lenses/003350.json index bd55409280e9cc8620e0ad7441cf2f3b3e2f5b03..b100a36ec37a0241b7265158009c74dd5e9871f8 100644 --- a/landing/lenses/003350.json +++ b/landing/lenses/003350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003380.json b/landing/lenses/003380.json index d46e16d670fb5de2324092fa1e72d22d34e1c0d8..dab428d3361f803a7d97adbc42efe2460609c8d6 100644 --- a/landing/lenses/003380.json +++ b/landing/lenses/003380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -891,19 +891,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -924,8 +924,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,17 +970,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1043,13 +1043,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1058,7 +1058,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003410.json b/landing/lenses/003410.json index b9381ce1ae8aa90d067e2a241832975bbe2adfa5..828c6d3fd8fc86763d1d7829d456ab432b95e345 100644 --- a/landing/lenses/003410.json +++ b/landing/lenses/003410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003450.json b/landing/lenses/003450.json index 9d9e575c85a52433888ff9d9ebd56a979704600f..d59251310efe6d50e93b742ab370ddb85aa8322c 100644 --- a/landing/lenses/003450.json +++ b/landing/lenses/003450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,10 +1151,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1169,10 +1169,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003460.json b/landing/lenses/003460.json index 79311e91dece8b81574217a23897d6919e478d54..800dbec50f8dd1b7fd4af32405b8b0dcd537a4b9 100644 --- a/landing/lenses/003460.json +++ b/landing/lenses/003460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003470.json b/landing/lenses/003470.json index 098003274633885c77015483fc49a4ab2f077ff2..f27efd9979e54c46ad0ad717854bac71cb90b8c2 100644 --- a/landing/lenses/003470.json +++ b/landing/lenses/003470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -870,10 +870,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003480.json b/landing/lenses/003480.json index 32a9acadddc06956acbfbb0a744855d47e0041d3..657b12033769348e64542e225648cd27b98a5e6f 100644 --- a/landing/lenses/003480.json +++ b/landing/lenses/003480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1510,88 +1510,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:db04c5822fa1", - "target": "003480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003490.json b/landing/lenses/003490.json index 7485660384e63292207417a3632f72c2292d9469..9043b6f4d43d8f68bd73a2c6f7b6569fff913eee 100644 --- a/landing/lenses/003490.json +++ b/landing/lenses/003490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003520.json b/landing/lenses/003520.json index aef0b479164c440b59320f9e4db30e620d3f465f..a28d28429593c6e4dba450c584b7ce7c18792de1 100644 --- a/landing/lenses/003520.json +++ b/landing/lenses/003520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003530.json b/landing/lenses/003530.json index b4ae65e74bea0f12d61f04a09df5381d1e4d3a8d..f5e2d5b7017c800b8459c8e899cd45a64967ffd4 100644 --- a/landing/lenses/003530.json +++ b/landing/lenses/003530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1194,10 +1194,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1579,7 +1579,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1601,7 +1601,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1619,8 +1619,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003540.json b/landing/lenses/003540.json index f9ba9d5ae7074582cbbaac6ae56c3a8422592627..750bf7b71e3d13094607797643cf169fca5de2d3 100644 --- a/landing/lenses/003540.json +++ b/landing/lenses/003540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1192,88 +1192,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6d0725c68afd", - "target": "003540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003550.json b/landing/lenses/003550.json index b28265953e2c2d12bace1f9b342df209a1bc6b34..6c4e47fe1be972eb6362404318fdcdc374c51bc4 100644 --- a/landing/lenses/003550.json +++ b/landing/lenses/003550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-AAA", - "summary": "dCR 위험점수 2.06, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 3.06, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AAA", - "score": 2.06, + "grade": "dCR-AA+", + "score": 3.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AAA", - "score": 2.21, + "grade": "dCR-AA+", + "score": 3.21, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.0, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003560.json b/landing/lenses/003560.json index 69d4f9d0befacbb8d56fe1f3bf49c20a3ae5cef9..64d44efcbfbe5a19ea8c9e19fba6e21f7d640985 100644 --- a/landing/lenses/003560.json +++ b/landing/lenses/003560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003570.json b/landing/lenses/003570.json index b8e00909d7ff479ce32bed863824998a7a78eb23..76870126902683ca7f20185b758e268446e0cbb9 100644 --- a/landing/lenses/003570.json +++ b/landing/lenses/003570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003580.json b/landing/lenses/003580.json index 36dc433893edd30221936fbdfbdba405ab3c9ae1..e85acf0e99db7f741ea527c8532c989e1a3a514a 100644 --- a/landing/lenses/003580.json +++ b/landing/lenses/003580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,10 +1206,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1480,88 +1480,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8cdef5972054", - "target": "003580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.493 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0035S0.json b/landing/lenses/0035S0.json index f7d46d7180d9bd6d8da72dc109004fa8ad8902ad..52c6e3c651d9ece5032206f14aa168e60527f1a5 100644 --- a/landing/lenses/0035S0.json +++ b/landing/lenses/0035S0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/003610.json b/landing/lenses/003610.json index 9f19108db02cb720da3e47ec47bacc5cd08f42e5..ed7e9f3144788de7d6998f66bd172b429f6e1dd5 100644 --- a/landing/lenses/003610.json +++ b/landing/lenses/003610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003620.json b/landing/lenses/003620.json index d232179b296880e9ad8bab13cbf7f6ef35341a16..4274d172f42f1c91a88bad3cd2b7c96278103922 100644 --- a/landing/lenses/003620.json +++ b/landing/lenses/003620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:140a29193c30", + "target": "003620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.497 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003650.json b/landing/lenses/003650.json index 99e3dab4113dad1350f5d165a1025def3a1928e8..3a24e38c616797910b76c278a65c13229c541ded 100644 --- a/landing/lenses/003650.json +++ b/landing/lenses/003650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003670.json b/landing/lenses/003670.json index a6b06fa13461551a5e8f85d9ecd9a232c20e4c5e..a8e24030c7ed2b83b482bba198ed366d0ad6d70e 100644 --- a/landing/lenses/003670.json +++ b/landing/lenses/003670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003680.json b/landing/lenses/003680.json index 713402b0632c2746157ac765a29809a3d15d6892..ed5f10e3355a70f525479ac97da64f7149574a31 100644 --- a/landing/lenses/003680.json +++ b/landing/lenses/003680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 14.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 17.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003690.json b/landing/lenses/003690.json index 218c9ad9d7f95685a95fd58a73d9c306d6139d34..e08927a522a3e304eaeb3491d233448dbca58d63 100644 --- a/landing/lenses/003690.json +++ b/landing/lenses/003690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1192,7 +1192,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1210,8 +1210,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003720.json b/landing/lenses/003720.json index b3e8e734055e4927f78b438faecfa435d10e2950..6f5cdde8b7ae862c2fc065e02ee8cb21218e7c03 100644 --- a/landing/lenses/003720.json +++ b/landing/lenses/003720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1606,7 +1606,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1628,7 +1628,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1646,15 +1646,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003780.json b/landing/lenses/003780.json index a22974d6b6315dedd6e942d1e44fe03ae863a73d..6e38bea753e8186ee9c770fa3436f1008a686456 100644 --- a/landing/lenses/003780.json +++ b/landing/lenses/003780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0037T0.json b/landing/lenses/0037T0.json index 5cb89eae238627e3144c28043f76b1fc1584c32e..146f70d5bb4f262bbd1dd3a626293aca790f7364 100644 --- a/landing/lenses/0037T0.json +++ b/landing/lenses/0037T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003800.json b/landing/lenses/003800.json index bc8041a61524188bb602d1e2adc9490ab1f162c0..92fa4f76fd6d2843d5c61b309d3b2f1684e8b5b3 100644 --- a/landing/lenses/003800.json +++ b/landing/lenses/003800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003830.json b/landing/lenses/003830.json index cb1c788dcd2aa5cf3ff5179996d2270d416575a1..163f6921c7fa5764dc22a943b99fde4351ac08bb 100644 --- a/landing/lenses/003830.json +++ b/landing/lenses/003830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,10 +1150,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1168,10 +1168,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003850.json b/landing/lenses/003850.json index 2c4bc4c333b4ed4570f934d961800af4d60b785b..cfa73a7443abb34fd4ee24232bbaef727fd405ce 100644 --- a/landing/lenses/003850.json +++ b/landing/lenses/003850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003920.json b/landing/lenses/003920.json index 0f670a84a1492aa278fa32fa0014bb8a41d59400..5aede9795e6df7a78fc1575fcdb758ce643af4e7 100644 --- a/landing/lenses/003920.json +++ b/landing/lenses/003920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:154f77901216", - "target": "003920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.726 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003960.json b/landing/lenses/003960.json index 3e471e951973320121ee5d23a8bf9b6838b787b1..cf5ce4421e541c14824eebae122557117333cbda 100644 --- a/landing/lenses/003960.json +++ b/landing/lenses/003960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0039P0.json b/landing/lenses/0039P0.json index d90cc0986f614caae52559f2c80ecabd17125b16..126bfa904825c9c2485af585293401008ed14168 100644 --- a/landing/lenses/0039P0.json +++ b/landing/lenses/0039P0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/004000.json b/landing/lenses/004000.json index 3f7978fa5cd9cd38c97ac535b07cd7a7683de23c..34ce2e6a58f3b1ac3a34a2c66b1ffc3af72f9b4d 100644 --- a/landing/lenses/004000.json +++ b/landing/lenses/004000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004020.json b/landing/lenses/004020.json index 42331bca1eb2997293ae8da2630f827dbe943479..928ba5f793809950cd2e57fe18b35bfe175fb237 100644 --- a/landing/lenses/004020.json +++ b/landing/lenses/004020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 29.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 29.63, + "score": 31.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.34, + "grade": "dCR-BBB-", + "score": 32.59, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -916,6 +921,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004060.json b/landing/lenses/004060.json index ce31afabfa0a034c842a9cfd77220f5f58d48f1a..650342759b05aecfafc4abfd56eca2ce0cded016 100644 --- a/landing/lenses/004060.json +++ b/landing/lenses/004060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004080.json b/landing/lenses/004080.json index e36c9dd53cba6d9da21c54e48d869c05e6d04fdd..6892e91cdcafe3031ab9e19627f347b044527879 100644 --- a/landing/lenses/004080.json +++ b/landing/lenses/004080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004090.json b/landing/lenses/004090.json index 885429874291e9256d3e5e2f56fabd0c96083d56..b601cfe26bc0f957d5d70e958537da0d5dc4311a 100644 --- a/landing/lenses/004090.json +++ b/landing/lenses/004090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004100.json b/landing/lenses/004100.json index 5129b080dd1fa74c41ba3cfaa175b2e75cc4e808..886801f5c4ccf413f52699b0ba5aed507aa42883 100644 --- a/landing/lenses/004100.json +++ b/landing/lenses/004100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004140.json b/landing/lenses/004140.json index d89f58f2af1b987509766c20356dcf6126fe4563..a3ef7b4970c4276dfa6db758adf3ba89050e4949 100644 --- a/landing/lenses/004140.json +++ b/landing/lenses/004140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 21.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004150.json b/landing/lenses/004150.json index 1c37f803f865d740cdef184dfaf1bdc746f02176..12ab79ead0ca88e1022ca4eae4d870978b0b8ff9 100644 --- a/landing/lenses/004150.json +++ b/landing/lenses/004150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,12 +1341,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:03383e23eb2b", + "target": "004150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.27 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004170.json b/landing/lenses/004170.json index 109917a092d49fe42f3b32e49faf319137909009..7da60581da6b62e1774e9ec0a93a71732a50d4bc 100644 --- a/landing/lenses/004170.json +++ b/landing/lenses/004170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041B0.json b/landing/lenses/0041B0.json index 9a0a230dae53c70b0246f7783e6b6e581a4f3d51..92fff3b0fce237d6476ec0423e64fd0f4977ed7e 100644 --- a/landing/lenses/0041B0.json +++ b/landing/lenses/0041B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041J0.json b/landing/lenses/0041J0.json index fb020f2d9c5f47609885a8596dab228c298088e0..3cc53d739b33d1d7a8c7fb0b9c56de3c5b595afc 100644 --- a/landing/lenses/0041J0.json +++ b/landing/lenses/0041J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041L0.json b/landing/lenses/0041L0.json index 730151406ca5a3e723f15e19f9fc5292808259b7..5108e2ac6e1abe69f3ef7c394bcdf8a083678aed 100644 --- a/landing/lenses/0041L0.json +++ b/landing/lenses/0041L0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004250.json b/landing/lenses/004250.json index c2c79a2e352039f78dbf306dcf2e4fb2545ad7e8..842ac49af29f03999a1c34502c8fc51afd3cc926 100644 --- a/landing/lenses/004250.json +++ b/landing/lenses/004250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004270.json b/landing/lenses/004270.json index 4face58ac43feac84b5e3d8f4d83300083852648..319f2ec6637fd39b731efcbddb07941f619bbf7b 100644 --- a/landing/lenses/004270.json +++ b/landing/lenses/004270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004360.json b/landing/lenses/004360.json index 836a293e82c32b4e630772735743d183a8c97c04..a81e36288c39edd54cafd66935a2038d96d07a74 100644 --- a/landing/lenses/004360.json +++ b/landing/lenses/004360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004370.json b/landing/lenses/004370.json index 318a8cfc2f5e1f40fb17f50706eb1d62142c6339..73b4933ae16f65329bd121fe3057593eeeb70daa 100644 --- a/landing/lenses/004370.json +++ b/landing/lenses/004370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004380.json b/landing/lenses/004380.json index 9e8616205fa091df8f6baa513a2a5805ccbfec70..912c50d15f80f82e41bd5f4042441242bd9b46c9 100644 --- a/landing/lenses/004380.json +++ b/landing/lenses/004380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.37, + "score": 47.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 44.91, + "grade": "dCR-B+", + "score": 48.62, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,6 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 10.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004410.json b/landing/lenses/004410.json index f7acc875055d86ed652e16c12afddfc6afc58edc..f31881f3d15841367d423a82d7af34721b77ea04 100644 --- a/landing/lenses/004410.json +++ b/landing/lenses/004410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004430.json b/landing/lenses/004430.json index 100794f524d2460276db71d4ed6c86db6599fe90..ed58950e2fd1e11c8cd5fc0095c7b65487e2841d 100644 --- a/landing/lenses/004430.json +++ b/landing/lenses/004430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004440.json b/landing/lenses/004440.json index e763d60434abaab9e0a902f033eeceaf4789745a..1806c754798eae4c25a036bf20a147a9dba01b55 100644 --- a/landing/lenses/004440.json +++ b/landing/lenses/004440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,10 +1045,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004450.json b/landing/lenses/004450.json index abe95d8becb7cf805aea394535c6bb6fac59cca5..6d998b25c08d545e4918500ab6d35387dc412ab8 100644 --- a/landing/lenses/004450.json +++ b/landing/lenses/004450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004490.json b/landing/lenses/004490.json index 41da0d5f09f8b24296695af4a39387110dc5be5c..a16c64d222a5b9488260ec7f705fdfc725272ecf 100644 --- a/landing/lenses/004490.json +++ b/landing/lenses/004490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0044K0.json b/landing/lenses/0044K0.json index 10a6445afac15ce56fba4c273ca340981f422b25..4f2fcd65767dba48ba99318459d7550e303fcda9 100644 --- a/landing/lenses/0044K0.json +++ b/landing/lenses/0044K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004540.json b/landing/lenses/004540.json index eca2a238caf9d484bf79f5f74c0dbef4d38bdf6c..6b468eee46010aa574af649f9aed84a75d39a8f1 100644 --- a/landing/lenses/004540.json +++ b/landing/lenses/004540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 26.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004560.json b/landing/lenses/004560.json index b4b78f4ea42d026f4a3b5c2465defb0315fede45..f28e4457ab24880ffe5484974666e96528dc302d 100644 --- a/landing/lenses/004560.json +++ b/landing/lenses/004560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004590.json b/landing/lenses/004590.json index f8bbda510b2492d82723eabc9c9edd0cc81a4346..c3660a77b661f63fd4de59db54c347854243b0ab 100644 --- a/landing/lenses/004590.json +++ b/landing/lenses/004590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004650.json b/landing/lenses/004650.json index 66efe254372c92231a8cff006804977e90c42ea0..95afdac3e9ded77580016054f5217c7d85112793 100644 --- a/landing/lenses/004650.json +++ b/landing/lenses/004650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004690.json b/landing/lenses/004690.json index 921191d58ed4d1f66437c7db5ae88971443991ec..5134b113c7a555c0f28dfa347d1d82b2b0895ed9 100644 --- a/landing/lenses/004690.json +++ b/landing/lenses/004690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1519,7 +1519,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1541,7 +1541,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1559,8 +1559,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/004700.json b/landing/lenses/004700.json index 356a48e0720c7cbf89871f49fd121e8efcd32584..6264169bdfb6dcc523603940ea39a6d86b1e3a24 100644 --- a/landing/lenses/004700.json +++ b/landing/lenses/004700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004710.json b/landing/lenses/004710.json index a472addbe1fc422fb4adb3de2bcbde1269a7718b..f1ce84cd4336bcf97d2adac27455d69199023a29 100644 --- a/landing/lenses/004710.json +++ b/landing/lenses/004710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.15, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.9, + "grade": "dCR-BBB-", + "score": 29.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.29, + "score": 30.54, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004720.json b/landing/lenses/004720.json index f873966ed290ade5a2d0a30d3de310c4bb883329..c1c48ed2f839184d7e07e2eef22a18ef4904bfed 100644 --- a/landing/lenses/004720.json +++ b/landing/lenses/004720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004770.json b/landing/lenses/004770.json index c7ae6a3e2f7827aba2171243494c38df6990440f..3c02430172323890526884a36d1b7491f6051694 100644 --- a/landing/lenses/004770.json +++ b/landing/lenses/004770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004780.json b/landing/lenses/004780.json index b0ae1ad93f5a79aee5e3b562a3110cf34ad3cea8..d46076f0382f8b41d0c36876e24af2699b203a61 100644 --- a/landing/lenses/004780.json +++ b/landing/lenses/004780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004800.json b/landing/lenses/004800.json index ec8ee8ebf24d854c1bebd42cbbb15c77d79eeb89..f1744451ae973669d00c8cf9aaa5833f8a48fed0 100644 --- a/landing/lenses/004800.json +++ b/landing/lenses/004800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004830.json b/landing/lenses/004830.json index 5a1ae519b2c954bd45a7c85b641c3f46c3238a3f..ab33e750f22b2acc85346d8226a7690aeb62d4e0 100644 --- a/landing/lenses/004830.json +++ b/landing/lenses/004830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004840.json b/landing/lenses/004840.json index 6eb94d0fbd163998618a71e4afd8a83be3fb1a38..733b485ff39a3752d8d7dce27c3c972640f973f2 100644 --- a/landing/lenses/004840.json +++ b/landing/lenses/004840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004870.json b/landing/lenses/004870.json index 4e20eec71ed5bc683fe3bf5cbbab33014327a90a..e2a75f08a3c57cad133c3dd65aaa2394771c3c57 100644 --- a/landing/lenses/004870.json +++ b/landing/lenses/004870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.53%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004890.json b/landing/lenses/004890.json index 79746fbf6b79f244dacbd8191f1e915bde1e1055..90295436aa4cea13cddd460bf743cd2e5786d996 100644 --- a/landing/lenses/004890.json +++ b/landing/lenses/004890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004910.json b/landing/lenses/004910.json index 8c09290e597bbaa6ebad8d8be4b9430dbb9d2a01..82fd460a72205b040597eef1acf6d1965af26d79 100644 --- a/landing/lenses/004910.json +++ b/landing/lenses/004910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 11.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004920.json b/landing/lenses/004920.json index a883d134dabcdda9a79b5c0b0b402411857e8c09..cf83003591114e3f07f0b5498b2525dbff65c9c8 100644 --- a/landing/lenses/004920.json +++ b/landing/lenses/004920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004940.json b/landing/lenses/004940.json index 07e1a83b852de79bfadce44f8ab323fa60a7e5b5..bfa58b9009c7328687e8e1132f5c409ee99908fb 100644 --- a/landing/lenses/004940.json +++ b/landing/lenses/004940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004960.json b/landing/lenses/004960.json index 79ba95a6d4112f95de5f5c0d2f3387a972cf8623..bd2461748410a9cf64277114952c4e4f2a9c0988 100644 --- a/landing/lenses/004960.json +++ b/landing/lenses/004960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c648467b97cc", - "target": "004960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004970.json b/landing/lenses/004970.json index 180f927a25c3922a9e93765d2f5404a928d1c40f..23bbcc4fcbcd19b49661b2bf5735cb1c0ae165da 100644 --- a/landing/lenses/004970.json +++ b/landing/lenses/004970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004980.json b/landing/lenses/004980.json index cfa70990657edcfa90f5b3c6095acd4870c6752b..1484c2b3557ed010a5c2b80421c9e75db4738598 100644 --- a/landing/lenses/004980.json +++ b/landing/lenses/004980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004990.json b/landing/lenses/004990.json index 5c325d8635469f6badc9f00cd1d5a4339f7510fc..70c992adf31b8417158a379b23bc06b872630043 100644 --- a/landing/lenses/004990.json +++ b/landing/lenses/004990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005010.json b/landing/lenses/005010.json index 6278dcffe8022b4e0cd7097d669fc020c5d4d82f..b23690fdc51d6d00b40d2dbb2db6c506de661fef 100644 --- a/landing/lenses/005010.json +++ b/landing/lenses/005010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005030.json b/landing/lenses/005030.json index 5eadda4260600b5f42564d968dae7ecda96b049d..df1b9f2bb55489257a632956e715b959e103b5c9 100644 --- a/landing/lenses/005030.json +++ b/landing/lenses/005030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005070.json b/landing/lenses/005070.json index aa847fa36ede7c80b78a97a62f931d228305be00..3769c748118bf53b2caceca606913e1b155e6aac 100644 --- a/landing/lenses/005070.json +++ b/landing/lenses/005070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.42, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.67, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.42, + "grade": "dCR-BB", + "score": 38.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.88, + "grade": "dCR-BB", + "score": 39.13, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005090.json b/landing/lenses/005090.json index a24dbd4aa4f401e9944fed47de4afb117b67cbd0..d0af83614227d04350970327d3758e2247922350 100644 --- a/landing/lenses/005090.json +++ b/landing/lenses/005090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005110.json b/landing/lenses/005110.json index 597e1e5de9fdc686e6c6dbe0ba36a9b76d70e062..83b517598faae6f5cf022dde287869f1705738a8 100644 --- a/landing/lenses/005110.json +++ b/landing/lenses/005110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-14", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-14", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-14", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005160.json b/landing/lenses/005160.json index 9c6952c4e6572be635a772f3cc7c132b77f06a43..bdbc4559551232a5e21eae7995d164042e30cb97 100644 --- a/landing/lenses/005160.json +++ b/landing/lenses/005160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005180.json b/landing/lenses/005180.json index f2c248fd10cfbd188e110374bd4d4801b2d08b71..c818df556efd8f937d2be3d33620bd693dc2bd16 100644 --- a/landing/lenses/005180.json +++ b/landing/lenses/005180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005250.json b/landing/lenses/005250.json index 82f4261cff630208a6fc60383bb91b62aa9454a9..5788f1d87672db10725167201d98af358b302394 100644 --- a/landing/lenses/005250.json +++ b/landing/lenses/005250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.53%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005270.json b/landing/lenses/005270.json index 861983df9fee17915a845d26b8c656de28f9af4b..aba3801fcbb36964b2e81b723f1ed091f543216b 100644 --- a/landing/lenses/005270.json +++ b/landing/lenses/005270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005280.json b/landing/lenses/005280.json index f26dc5b2bb34625b4327fa5034d7f12d1655a608..b7f7cacf7cf44f04897660b54a4922221a9c4110 100644 --- a/landing/lenses/005280.json +++ b/landing/lenses/005280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005290.json b/landing/lenses/005290.json index 958c643c34fb5d660bb31a2e36e236140279c63f..84ea969ec8a1c0f983bb76f20fc52c5602f79577 100644 --- a/landing/lenses/005290.json +++ b/landing/lenses/005290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005300.json b/landing/lenses/005300.json index fcea37d0ed9fa45c682b35ead10544a3bf918ca1..d148f53079430e5981998641ae227540d6ba90de 100644 --- a/landing/lenses/005300.json +++ b/landing/lenses/005300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 26.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 28.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 26.13, + "grade": "dCR-BBB+", + "score": 28.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 26.9, + "grade": "dCR-BBB+", + "score": 29.15, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -915,6 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.12%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005320.json b/landing/lenses/005320.json index 0662d211dac8d7953ec31e13e54e89012aff3a87..7b67fb5600f05b3e9b6ab84a39e80f9a385dc12f 100644 --- a/landing/lenses/005320.json +++ b/landing/lenses/005320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005360.json b/landing/lenses/005360.json index e2c1244802ff212a3750e275bd9cd133078de2a8..5c54f7e5902c9bc8c934dcc52f10c6220c586558 100644 --- a/landing/lenses/005360.json +++ b/landing/lenses/005360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 55.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 58.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 55.09, + "score": 58.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 55.82, + "score": 59.77, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 88점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 29.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005380.json b/landing/lenses/005380.json index 75b05c96a7964e0aa151a0471840eb97ce89e921..807ee2e1dcc8bc66d505641c6e3beff3e17d73ee 100644 --- a/landing/lenses/005380.json +++ b/landing/lenses/005380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "reasons": [ "대형기업 (매출 186조)", "캡티브금융 별도 D/EBITDA 0.7x (양호)", - "시가총액 94조 (시장 지위)" + "시가총액 88조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005390.json b/landing/lenses/005390.json index 68e091592722df8170703dfb11e2015ab1d5edaf..5d7bc6e084603b28e7d7d0c31aa6a6a383205eca 100644 --- a/landing/lenses/005390.json +++ b/landing/lenses/005390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -439,10 +439,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -458,10 +458,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -485,10 +485,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -503,10 +503,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -517,7 +517,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -525,7 +525,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -541,7 +541,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -557,7 +557,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005420.json b/landing/lenses/005420.json index b6d79378ec5251c620cf7915167aa777fadd5bea..1b1e2679a0e007c6182fcbb50f2e7548b7194d2e 100644 --- a/landing/lenses/005420.json +++ b/landing/lenses/005420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.63, + "grade": "dCR-BB", + "score": 39.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.23, + "grade": "dCR-BB", + "score": 40.45, "assumptions": { "scenarioStress": "moderate" } @@ -907,10 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005430.json b/landing/lenses/005430.json index c7332df09480a0844aa2a107e7486c1a89bf22b7..7fb375977db9508b8b4491387f71731f524d4ebc 100644 --- a/landing/lenses/005430.json +++ b/landing/lenses/005430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fabbf1a866ee", + "target": "005430", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.801 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005440.json b/landing/lenses/005440.json index fcd236e51e21e37b616048b6a710f17f75114e1d..087a89c1896a1c1b747412d02a5db577bf21419a 100644 --- a/landing/lenses/005440.json +++ b/landing/lenses/005440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005450.json b/landing/lenses/005450.json index d0ef9ba57db6fb5576aed03bd27f648a8200f11a..1fbb86b72defc9d7f2be22f6e75a2db01ab20681 100644 --- a/landing/lenses/005450.json +++ b/landing/lenses/005450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,10 +1071,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1098,10 +1098,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1116,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005490.json b/landing/lenses/005490.json index e91e076bec28bb25c07fa2f4ade7d3475279f6e9..985b3322c5433a1f24473163802da605c2725609 100644 --- a/landing/lenses/005490.json +++ b/landing/lenses/005490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0054V0.json b/landing/lenses/0054V0.json index c735be879071aca658d016e0eb2614c1d4280e31..ca001693c767de8bef791981aca9828f5773de65 100644 --- a/landing/lenses/0054V0.json +++ b/landing/lenses/0054V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005500.json b/landing/lenses/005500.json index b9b38c86c8079e7eaf0fd0203f4eefcad1360989..b9b8280280499dc06f736c18f53455faa514ae7b 100644 --- a/landing/lenses/005500.json +++ b/landing/lenses/005500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005610.json b/landing/lenses/005610.json index 559ddca8c088cdc318cafc5f22586d1e047f0434..5575337cf7cc8cc0390170404d7c961b3c7d7c32 100644 --- a/landing/lenses/005610.json +++ b/landing/lenses/005610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005670.json b/landing/lenses/005670.json index 058df268b5b55902a6e8c5075ebe8af94c5ba5ba..8764d3272c49d78793e271c4891b8f58d14c39cb 100644 --- a/landing/lenses/005670.json +++ b/landing/lenses/005670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.60, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.85, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.6, + "score": 25.85, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.29, + "grade": "dCR-BBB-", + "score": 27.54, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,6 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005680.json b/landing/lenses/005680.json index 7e9393099ef88b2f5a39f4e52d29dd272ab947ed..a500791fb003b198b1e6dc50016aaee383865112 100644 --- a/landing/lenses/005680.json +++ b/landing/lenses/005680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005690.json b/landing/lenses/005690.json index 104ae129c3d1769dba57061f406036eba013113d..ce129d57318486f3ea176254fabedbaa6e0fe075 100644 --- a/landing/lenses/005690.json +++ b/landing/lenses/005690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005710.json b/landing/lenses/005710.json index 45ba962702f933ef816e98aa1a18897e4878e543..8be2e7f080591859403ad5a74d820e0919f8a9a7 100644 --- a/landing/lenses/005710.json +++ b/landing/lenses/005710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1593,88 +1593,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f16b93604887", - "target": "005710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.87 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005720.json b/landing/lenses/005720.json index 8bc3c8f002fafec842cc5f2dca7aa1840a3c5ecc..fde510f8c6a049ecc718c3278595776063f0c1e2 100644 --- a/landing/lenses/005720.json +++ b/landing/lenses/005720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005740.json b/landing/lenses/005740.json index b3cd29073bebf35ebc19344c5da8b5e25e40d3e9..3eba92f37cad6b4a8e4a02ac940c61a47e6ae667 100644 --- a/landing/lenses/005740.json +++ b/landing/lenses/005740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005750.json b/landing/lenses/005750.json index 495a974dfcddcc744ab3d3e92199ac1a6f7acd6d..0e83dd30416ba313b064255cf0b73c8f671c2242 100644 --- a/landing/lenses/005750.json +++ b/landing/lenses/005750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:eff185ef5803", + "target": "005750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005800.json b/landing/lenses/005800.json index 3e23dfc80476bac3db3d4f6baa6031e1d3321bbd..b9cb4dfc24d6daa2e3ca3f61ada0ef5ed7c5066e 100644 --- a/landing/lenses/005800.json +++ b/landing/lenses/005800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005810.json b/landing/lenses/005810.json index 51cd3cd6b2c502a166240acb6bb3013e16afb500..9eec43356d88d987cfb65178d201f4a059eb8409 100644 --- a/landing/lenses/005810.json +++ b/landing/lenses/005810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005820.json b/landing/lenses/005820.json index 8d52760d783d6f7af80b58b2976238cea9003999..dedf1970da4c1096e458386bdb9fb83f68e4d167 100644 --- a/landing/lenses/005820.json +++ b/landing/lenses/005820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005830.json b/landing/lenses/005830.json index 9b9a030f15d6a87f6737d6637aa7d6bad355006c..e0a57802f7a3ab69fd9ed0d46071aae33ade9f9f 100644 --- a/landing/lenses/005830.json +++ b/landing/lenses/005830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005850.json b/landing/lenses/005850.json index 1e7f62b31268b3595c6f0bc41abfbdadd243440e..6645ad9fc110365d82adde67d60c13bbe1b9cbea 100644 --- a/landing/lenses/005850.json +++ b/landing/lenses/005850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,7 +1456,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1478,7 +1478,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1496,8 +1496,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005860.json b/landing/lenses/005860.json index 7a561558641fdd472fc86fb7d888aeed30443ebb..a480fc9ae42678960edbf69a88972d7d1b46fa25 100644 --- a/landing/lenses/005860.json +++ b/landing/lenses/005860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005870.json b/landing/lenses/005870.json index 63a8d3995ed34bedf00503c27d26e0d65a79f1a8..9f51822a699c9be84b632a80a77bf6f67987cebb 100644 --- a/landing/lenses/005870.json +++ b/landing/lenses/005870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005880.json b/landing/lenses/005880.json index 11cad2b9d94addb71482ec8b9e5ae0e9b5c066f6..2f8f23f4030363c2c199a4650affc5440cf715c0 100644 --- a/landing/lenses/005880.json +++ b/landing/lenses/005880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005930.json b/landing/lenses/005930.json index 2b53d9b5722970040b1877b8eb256774631a3360..fd2cf6ff027876f3e008f743a0e6cb726aec9d2b 100644 --- a/landing/lenses/005930.json +++ b/landing/lenses/005930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005940.json b/landing/lenses/005940.json index 2073cc0e5802de3179b16e53e6a335f9c34ec278..4c575c68f49b3eae874d65df388f5571e3ef09f3 100644 --- a/landing/lenses/005940.json +++ b/landing/lenses/005940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005950.json b/landing/lenses/005950.json index 70f725a09e081cfacb435bb63852ee55b068d58d..a1e7388b23663f7e05e208324be8af405945ef64 100644 --- a/landing/lenses/005950.json +++ b/landing/lenses/005950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005960.json b/landing/lenses/005960.json index 5ef8f04c492dabb1eb0a165e49fc13f339900ea9..3baadf7a9ea87dc5016dbeea74dffdb82c39284d 100644 --- a/landing/lenses/005960.json +++ b/landing/lenses/005960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005990.json b/landing/lenses/005990.json index 1213ccb4529a2b6713cd20e4ba70a376209c98ad..a009cc002d2565420078d3b8ebea85e16b3e3f19 100644 --- a/landing/lenses/005990.json +++ b/landing/lenses/005990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006040.json b/landing/lenses/006040.json index 4e64cf79a4c289bc3e1a2a230b415a64214d94d0..db89c4ee8f85573b1bc1d703ac5149bf2aacce19 100644 --- a/landing/lenses/006040.json +++ b/landing/lenses/006040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1071,7 +1071,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1080,7 +1080,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,12 +1381,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d81b8a21cb5c", + "target": "006040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.438 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006050.json b/landing/lenses/006050.json index 02230176a4eb33f7eeed16cc72b9a1667b38aa46..d1e51ab5391ea009edac2714a3d0323ded9a87ea 100644 --- a/landing/lenses/006050.json +++ b/landing/lenses/006050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006060.json b/landing/lenses/006060.json index d92e05463b4745a7dacf0794ed3865a8cc37169e..9db2d1ac783543a3e1e3744b676c0c98cca0b610 100644 --- a/landing/lenses/006060.json +++ b/landing/lenses/006060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006090.json b/landing/lenses/006090.json index 2c20a21783b12114f1092fbba5ca45c4e1bccbeb..932af909d3f6ba55fd4caf68c5c96b0d3cc9a60e 100644 --- a/landing/lenses/006090.json +++ b/landing/lenses/006090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006110.json b/landing/lenses/006110.json index 73928fcca0ed61e22c54d7c237a3c66bbaaa1f40..e95309db4b2318b1bffd1b1d7217e6d85aa20f65 100644 --- a/landing/lenses/006110.json +++ b/landing/lenses/006110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -901,19 +901,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -934,8 +934,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,17 +980,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1059,7 +1059,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1068,7 +1068,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,10 +1127,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1437,88 +1437,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:384db7f2ec9f", - "target": "006110", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.806 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006120.json b/landing/lenses/006120.json index 85298abf41da4b068968f26e9c1a1bb2751a3ff9..8477ba3ed32896b5875045ab630da6abcac3de24 100644 --- a/landing/lenses/006120.json +++ b/landing/lenses/006120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006140.json b/landing/lenses/006140.json index b46b1ff68ba58b9c62a14c276da1995e7a3fecec..6177ed5734502ea4a04cbdd6e5c407775f1867b5 100644 --- a/landing/lenses/006140.json +++ b/landing/lenses/006140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006200.json b/landing/lenses/006200.json index 02d718f77b11c3d1aff9fa9870febedb53cd37a7..f49d2250925abf2258bab40571b82c494c6f9911 100644 --- a/landing/lenses/006200.json +++ b/landing/lenses/006200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006220.json b/landing/lenses/006220.json index b6b33a440249693e82b115b21e269c17d5ad1e28..ef16e244cd0c42117495b2c260a58c339f4b7cea 100644 --- a/landing/lenses/006220.json +++ b/landing/lenses/006220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -641,8 +641,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -660,10 +660,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -673,7 +673,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -690,7 +690,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006260.json b/landing/lenses/006260.json index 4b9eeb5db02cebaf31a428f2a8dfc818f5fcbef4..c562df8436d53f6a7f000fbeb213a51abb719e5e 100644 --- a/landing/lenses/006260.json +++ b/landing/lenses/006260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 28.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 28.09, + "score": 30.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 28.81, + "score": 31.06, "assumptions": { "scenarioStress": "moderate" } @@ -928,6 +928,7 @@ "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,19 +1071,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1103,8 +1104,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1116,7 +1117,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1137,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,17 +1150,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1170,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1194,7 +1195,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,7 +1229,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1237,7 +1238,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1250,10 +1251,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1269,10 +1270,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,12 +1473,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:09ad69b41ead", + "target": "006260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.527 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006280.json b/landing/lenses/006280.json index 3dc268162afef4b30d3ec68cecaf4526c1cf1e3a..979d48cf356b261c4a71bcb799b8447434be6788 100644 --- a/landing/lenses/006280.json +++ b/landing/lenses/006280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006340.json b/landing/lenses/006340.json index 2a67dcabb2443a7161ded8b080a7a16df53b52b0..57c14284ee28e49e76cd94a41e19b38487c93ddc 100644 --- a/landing/lenses/006340.json +++ b/landing/lenses/006340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006350.json b/landing/lenses/006350.json index a2d9f6755ab1b1de20130d57da9fa317b1f81647..90ebd28f8e51b0e693db8857002f73c552ba4220 100644 --- a/landing/lenses/006350.json +++ b/landing/lenses/006350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006360.json b/landing/lenses/006360.json index b6a9c0ac40602b6a78b359dd0e90e61aa6c9c50a..80376eb60fbcbc56294db07ce5b92c55f66d32ec 100644 --- a/landing/lenses/006360.json +++ b/landing/lenses/006360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006370.json b/landing/lenses/006370.json index ef87bc54770d3f4ef46e68b8fdd13edd0df3b4cf..f5e86044d5a86fb0b13c43711184a21c2d98d1d8 100644 --- a/landing/lenses/006370.json +++ b/landing/lenses/006370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,8 +1398,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006380.json b/landing/lenses/006380.json index aaf5cc4b2c45223cf35d0c8ceef8ba9e0e696be6..16e5936911a5463a0077adf53153074f4daad7d4 100644 --- a/landing/lenses/006380.json +++ b/landing/lenses/006380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -70,10 +70,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -143,7 +143,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -285,7 +285,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -335,7 +335,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -603,13 +603,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,10 +1126,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1144,10 +1144,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006400.json b/landing/lenses/006400.json index 67c0cc74ef3828d42207f4642a5c53db240d1399..c666528b50eeb293f110e0469c664f44eff4287e 100644 --- a/landing/lenses/006400.json +++ b/landing/lenses/006400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "reasons": [ "중대형기업 (매출 13조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 57조 (시장 지위)" + "시가총액 53조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006490.json b/landing/lenses/006490.json index c9060e658f4e11b641117f10e0c9eed82eb22910..d312917ce0160c1ab89ae79d190bb60eb8d26022 100644 --- a/landing/lenses/006490.json +++ b/landing/lenses/006490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 491.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 569.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006570.json b/landing/lenses/006570.json index d221c4eaf264efbc2e61be43f8dbf2d31cd6633e..9aed23beff216ef6828e18480ac7aac817d4e85e 100644 --- a/landing/lenses/006570.json +++ b/landing/lenses/006570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 20.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 18.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006580.json b/landing/lenses/006580.json index fb59784930f0c01fe181eb648180361d8d01f820..e88f29989d49c58d225e0175dcc40a9211cacff7 100644 --- a/landing/lenses/006580.json +++ b/landing/lenses/006580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006620.json b/landing/lenses/006620.json index 76eddca41aa264173702d4cf059f59155a5dfdb2..943798df10a22f2e69593c07c4aabf0afdd4b28f 100644 --- a/landing/lenses/006620.json +++ b/landing/lenses/006620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006650.json b/landing/lenses/006650.json index 1386968dca463a148c0cdc3fe0858c009b268615..71fa65cc847a48a5d693ac4c0062d5930632e86f 100644 --- a/landing/lenses/006650.json +++ b/landing/lenses/006650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.35, + "grade": "dCR-BBB+", + "score": 19.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.15, + "grade": "dCR-BBB+", + "score": 19.94, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,8 +1644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006660.json b/landing/lenses/006660.json index ef139ed8ae1845a571bb06dc5e761f495b03ee52..2ec387bd9494596a910def9d622646fd00970a11 100644 --- a/landing/lenses/006660.json +++ b/landing/lenses/006660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 14.35, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.47, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 14.35, + "score": 15.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 14.62, + "score": 15.79, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006730.json b/landing/lenses/006730.json index a75fc3ef81db415a7a15bac2ea21efa5e8c384bd..b32345f3bbdd9b80729938d77a59b8685c44c47a 100644 --- a/landing/lenses/006730.json +++ b/landing/lenses/006730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006740.json b/landing/lenses/006740.json index ef9d763beb76bf5b148c0adf54b4f5b2750a6c93..adfdbafd438e4aff33d32eea3eb2ca91e9fc929e 100644 --- a/landing/lenses/006740.json +++ b/landing/lenses/006740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006800.json b/landing/lenses/006800.json index 8b648e2f6821a26f761dcfce6851b0118ada040c..1c9990fb7387d203a1265869d0dfc06d4f350f72 100644 --- a/landing/lenses/006800.json +++ b/landing/lenses/006800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -785,19 +785,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -818,8 +818,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -864,17 +864,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -943,7 +943,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -952,7 +952,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1007,7 +1007,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1015,7 +1015,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,12 +1253,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:be06e16475c5", + "target": "006800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006840.json b/landing/lenses/006840.json index 1f34c9ddd48be12baa03a70b5990201f123eaf71..c2867eb23f292c4d37452823df6abc611009c412 100644 --- a/landing/lenses/006840.json +++ b/landing/lenses/006840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006880.json b/landing/lenses/006880.json index c101fed56a905a91d5db34a7e0646914b43e5362..d4c13aa4688966d11fb6e69ddb3b9de62f883814 100644 --- a/landing/lenses/006880.json +++ b/landing/lenses/006880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1521,7 +1521,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1543,7 +1543,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1561,15 +1561,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/006890.json b/landing/lenses/006890.json index 672f9b7d3dec98aea42c2ba9577a375b42e9c311..1eb0bf86a1231bb6cf16b632a5f6969e8d7add24 100644 --- a/landing/lenses/006890.json +++ b/landing/lenses/006890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 19.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0068Y0.json b/landing/lenses/0068Y0.json index 56e0af4d64fd067b7926ad682f6e0789d2dc950e..267b7f565cbecc2d02f0b37a2af365687f75f8df 100644 --- a/landing/lenses/0068Y0.json +++ b/landing/lenses/0068Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006910.json b/landing/lenses/006910.json index 9991e2e98903caff068f3d54a7768b1af2b28b2d..1c6bf60a839b91cc471b2cabab715c23e6ca4c63 100644 --- a/landing/lenses/006910.json +++ b/landing/lenses/006910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006920.json b/landing/lenses/006920.json index 975fe8e3a37a56110bacab09798f01f3d3362664..96fae0b6b4514a9c926ad608c9a07b4d38860640 100644 --- a/landing/lenses/006920.json +++ b/landing/lenses/006920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006980.json b/landing/lenses/006980.json index 791556545487ebfecf7b425325bbc68bba9d8c5a..aae36a17d614c76b7b7e017c355a4ffb65b53e3b 100644 --- a/landing/lenses/006980.json +++ b/landing/lenses/006980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007070.json b/landing/lenses/007070.json index a5fd3c8571fc1f1e7747738fefca4025713a280c..a6389c57415ce082f30a9410847d13776295a7e5 100644 --- a/landing/lenses/007070.json +++ b/landing/lenses/007070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1509,12 +1509,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0bbd9f8d1db8", + "target": "007070", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.312 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007110.json b/landing/lenses/007110.json index 8c67ff27622846cb1f48ab454f15043f013f4292..600d095af353c9990c08fad1b743608965223039 100644 --- a/landing/lenses/007110.json +++ b/landing/lenses/007110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007120.json b/landing/lenses/007120.json index e40f59b3376ba0222eef607d2fb1e502d91436bd..07dbe58b8511bb7de7ef092b9e340b747fc4a275 100644 --- a/landing/lenses/007120.json +++ b/landing/lenses/007120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2020", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007160.json b/landing/lenses/007160.json index 21f1b56d03fd8ebe63a3ae613c36c63334afb5b8..92303169d99eebe3d57d68d07570610618557405 100644 --- a/landing/lenses/007160.json +++ b/landing/lenses/007160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.52, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.02, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.52, + "score": 52.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.6, + "score": 53.03, "assumptions": { "scenarioStress": "moderate" } @@ -909,6 +909,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 12.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0071M0.json b/landing/lenses/0071M0.json index d022ba506ab891353653ed931822b374c0763ec2..3bdb7aa1c2569f216fb79438d714c924677633ed 100644 --- a/landing/lenses/0071M0.json +++ b/landing/lenses/0071M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007210.json b/landing/lenses/007210.json index b8830776f90a29ddd59af907c791febd99c1805c..659b7acd86527d6315fd315a09fbe01fc227efe2 100644 --- a/landing/lenses/007210.json +++ b/landing/lenses/007210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007280.json b/landing/lenses/007280.json index 3e42cc0b748aaf3e6e76876e5814bb1672647645..2d342ba5e8e2886f47fc38e970d036b6fbc4dd92 100644 --- a/landing/lenses/007280.json +++ b/landing/lenses/007280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0072Z0.json b/landing/lenses/0072Z0.json index cee083900e26b12eb7001c031fc729f0cb40bd24..677e4228111f40a4df1e1649ced9317cfc8ddaa9 100644 --- a/landing/lenses/0072Z0.json +++ b/landing/lenses/0072Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007310.json b/landing/lenses/007310.json index 92111fb1b423ac23309d2ff2c914827b6122fb27..d48f667561ccdd234f649d7e86ab388245f47b2e 100644 --- a/landing/lenses/007310.json +++ b/landing/lenses/007310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007330.json b/landing/lenses/007330.json index 5636a4c362f2f475dda02004b301af3e35e39a98..55f02cf0d32951051167b756c18895a842858f1c 100644 --- a/landing/lenses/007330.json +++ b/landing/lenses/007330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007340.json b/landing/lenses/007340.json index e0e508fa73c8ea22c039f3de99fb17420916b24c..32134f750dfa0c207a7c7ca24d0476375432fc97 100644 --- a/landing/lenses/007340.json +++ b/landing/lenses/007340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,15 +1600,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/007370.json b/landing/lenses/007370.json index e495aad165f1b08ede2cb2f8b673693730312e28..ff9bc6db0607beb12d299f1f3cadddd0ec4610df 100644 --- a/landing/lenses/007370.json +++ b/landing/lenses/007370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007390.json b/landing/lenses/007390.json index 6e1cba7f727304dd4bb1b1cc81c09ab049ff1bba..a46c87b814d60da8100022563c12a350810bda8f 100644 --- a/landing/lenses/007390.json +++ b/landing/lenses/007390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007460.json b/landing/lenses/007460.json index 0f14f3146e1c7370c11ed94f20746c3677701c03..5f44d3f9889e539dcc6cc0bee63d8c5b306f20bd 100644 --- a/landing/lenses/007460.json +++ b/landing/lenses/007460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007530.json b/landing/lenses/007530.json index 5929d9fef1c9cf235d7d1f398c66f7a4ae54b688..f575a6fcd57c401a037bb887d2b3bfff576f4533 100644 --- a/landing/lenses/007530.json +++ b/landing/lenses/007530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007540.json b/landing/lenses/007540.json index c79a880f1ba58a59988c0d7e963790ab466c8f69..ac278400379af8e7d331dd337073a7a3607cefeb 100644 --- a/landing/lenses/007540.json +++ b/landing/lenses/007540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007570.json b/landing/lenses/007570.json index 55f799e97ddd177b90aa8c896600dec32cbf5853..8cce4dc60bff7a2ef637e569ac8e170d9aa3fe90 100644 --- a/landing/lenses/007570.json +++ b/landing/lenses/007570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 24.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007590.json b/landing/lenses/007590.json index f12d81353adc1f0a9f0f64ce4e88642f74e98e76..a13dfe6b89da11447844c4bfcd79bc191a40ce81 100644 --- a/landing/lenses/007590.json +++ b/landing/lenses/007590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007610.json b/landing/lenses/007610.json index dd95080088dcbf865b15f4afb08d913563a564eb..f4114d157e584bb40355c0e8d8163b56d3d495d6 100644 --- a/landing/lenses/007610.json +++ b/landing/lenses/007610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 26.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 27.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007660.json b/landing/lenses/007660.json index 777afaa277d4ab14178860656038eae0cfc72953..76d43607a1e24135b74dcdcd2d991d113fafa469 100644 --- a/landing/lenses/007660.json +++ b/landing/lenses/007660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/007680.json b/landing/lenses/007680.json index d4029772e8ec03539f14864c8cb254516f85bd1b..dfa1222866b4a1e27f27179e0e4c73d7469fe372 100644 --- a/landing/lenses/007680.json +++ b/landing/lenses/007680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007690.json b/landing/lenses/007690.json index 2477b578c8c3e8b92bbd5ba778969a6151d7b245..5e990bc7e0111c6f03eb828f1edf5225209bea8d 100644 --- a/landing/lenses/007690.json +++ b/landing/lenses/007690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007700.json b/landing/lenses/007700.json index 901f7673f2bb2a3bba29b791466a884aa57459cc..e55ee6ae5a208d6cd35f81b8355261ff58d0bbbc 100644 --- a/landing/lenses/007700.json +++ b/landing/lenses/007700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007720.json b/landing/lenses/007720.json index 696601405bd5f2946406852c21a6024888caf5bb..c22316284b3b4a6da63604b7fe8540607c19b8c0 100644 --- a/landing/lenses/007720.json +++ b/landing/lenses/007720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,15 +1551,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/007770.json b/landing/lenses/007770.json index 5da3ba119b0c31f39bef7450741212e535bbf9f8..27ce9cc230374eba2cc2759bf97a2a30537b04bf 100644 --- a/landing/lenses/007770.json +++ b/landing/lenses/007770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,12 +1596,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bbce04726918", + "target": "007770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.794 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007810.json b/landing/lenses/007810.json index eac73cf0bdbb7892d93cf3c336adf225cac9664a..7779e6920b095dbd8faed61fd858944e288df7a2 100644 --- a/landing/lenses/007810.json +++ b/landing/lenses/007810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007820.json b/landing/lenses/007820.json index 457cc7732e0976055a36d84c5392f1cc57147d41..2b293654ff6d23d7827b73a8fa06526b4d13923d 100644 --- a/landing/lenses/007820.json +++ b/landing/lenses/007820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007860.json b/landing/lenses/007860.json index 0e7c58d85ff677fa3238fa39ee5d5c319a9ebd8c..360a6b50135ed3a5bb36e54521e9af8f88e21b80 100644 --- a/landing/lenses/007860.json +++ b/landing/lenses/007860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -934,7 +934,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,10 +1118,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007980.json b/landing/lenses/007980.json index fd1fd75030e8797cf11fe0e81a43e912bdfd9852..8200b3ac448f05bd346bd903cd216a92ce216344 100644 --- a/landing/lenses/007980.json +++ b/landing/lenses/007980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -616,18 +616,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.72, + "score": 36.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.08, + "grade": "dCR-BB", + "score": 38.33, "assumptions": { "scenarioStress": "moderate" } @@ -835,6 +835,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -920,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1047,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1246,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4c77118a389e", - "target": "007980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.447 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/008040.json b/landing/lenses/008040.json index 4f89cea78e9e074e7db27a327ed3e3f0d77b01bc..0ae3720d2ca23ddbef2d94627109e1101c05bf33 100644 --- a/landing/lenses/008040.json +++ b/landing/lenses/008040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008060.json b/landing/lenses/008060.json index 44fd770322a8c7b3eb2650863553dbf36b0a79bd..c29dbc7a7f21c555bcde9a7877e57a317aa306e7 100644 --- a/landing/lenses/008060.json +++ b/landing/lenses/008060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008110.json b/landing/lenses/008110.json index 9890b52c06e8a3233bbb0f5d5800df961a699666..25e5dff663b06b1ed057ae0086d8b8e2e7767f9c 100644 --- a/landing/lenses/008110.json +++ b/landing/lenses/008110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-27", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-27", "period": "2024", "status": "derived", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-27", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008120.json b/landing/lenses/008120.json index 036670c67d1c820d1ad4211b06f4c1aa020e6808..182a2013d6495bd0dc517e46da0beea49d502c77 100644 --- a/landing/lenses/008120.json +++ b/landing/lenses/008120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -483,14 +483,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -605,10 +605,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -624,10 +624,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -651,10 +651,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -669,10 +669,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -683,7 +683,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -691,7 +691,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008250.json b/landing/lenses/008250.json index 6d67c0e176d3a72c2c73dc3af52481765a845d33..cf348b3306c8208135d80c4d89cea29488c98df7 100644 --- a/landing/lenses/008250.json +++ b/landing/lenses/008250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008260.json b/landing/lenses/008260.json index c689cbcfcf635fd8d1890b2eb9a95c8efc12734a..d34d525b38866d42d8640bbd4437054d475ca701 100644 --- a/landing/lenses/008260.json +++ b/landing/lenses/008260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -985,7 +985,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008270.json b/landing/lenses/008270.json index cdf5b3c292a2056e294d1fc0e352f2b36710df40..2b2cc5f833936478cd000bf0798a637148ca1338 100644 --- a/landing/lenses/008270.json +++ b/landing/lenses/008270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -361,13 +361,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -549,14 +549,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -690,10 +690,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -717,10 +717,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -735,10 +735,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008290.json b/landing/lenses/008290.json index 7ac8762d55c39a3133406e063a93f80a13440da5..cf61cbfd6e118cbc3725e9adef22072a81bd8bbf 100644 --- a/landing/lenses/008290.json +++ b/landing/lenses/008290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0082N0.json b/landing/lenses/0082N0.json index 91752918842361d3639c16f2086022e33ad78d53..0747e1eb48ec6714d58e745923d43fc4d55132db 100644 --- a/landing/lenses/0082N0.json +++ b/landing/lenses/0082N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008340.json b/landing/lenses/008340.json index 68718c7207b356c4d9658f0c75eb5fd305b7bf19..3e26329b877c59b556c2c4d12c6d480ce948479d 100644 --- a/landing/lenses/008340.json +++ b/landing/lenses/008340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/008350.json b/landing/lenses/008350.json index a2696e5c98d2c542a5d8caa7fa3be98d22b8f719..b369e834287fb1ede455a826d50b64076858d16d 100644 --- a/landing/lenses/008350.json +++ b/landing/lenses/008350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008370.json b/landing/lenses/008370.json index dfaf8a93a5124d915b96becba78229a252e319e3..c87efaa6dd58c016cafd814fd87c2797b3996150 100644 --- a/landing/lenses/008370.json +++ b/landing/lenses/008370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008420.json b/landing/lenses/008420.json index ec0511b54a3f914cba2ef9b00024c7656f972433..0874c0efbd6047e9f24af0b831ac469517f65ab5 100644 --- a/landing/lenses/008420.json +++ b/landing/lenses/008420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008470.json b/landing/lenses/008470.json index b05dcf8801f36bf486a9ee02a2b4c30b3ef34f3e..51a5a609c7e88b96522a5298a7b6aa84cf369d76 100644 --- a/landing/lenses/008470.json +++ b/landing/lenses/008470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008490.json b/landing/lenses/008490.json index 24845d7d0e453aa153d8b45b53fd00baa8fd4827..0bd1b32e209f535e792771058ff23be62c1ffba5 100644 --- a/landing/lenses/008490.json +++ b/landing/lenses/008490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.61, + "score": 35.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.04, + "grade": "dCR-BB", + "score": 37.29, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -922,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008500.json b/landing/lenses/008500.json index 9f8a6133c171867e0400d36594708881a0e99867..61fe80998787cef14603ab49a46d9e65e7002f6e 100644 --- a/landing/lenses/008500.json +++ b/landing/lenses/008500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-29", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-29", "period": "2024", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-29", "period": "2024", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008560.json b/landing/lenses/008560.json index 137adbc499a58b8c9d05580987899e27e6fa182c..8db6dcebf984b52978ecb0ff737a92198fc64107 100644 --- a/landing/lenses/008560.json +++ b/landing/lenses/008560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -558,14 +558,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -680,10 +680,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -948,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008600.json b/landing/lenses/008600.json index 68b2cd982e2db83601fa0a9e6611f59ad641b5a1..af7e3f95a8c6a69d99f31676c40c0681956e3aa5 100644 --- a/landing/lenses/008600.json +++ b/landing/lenses/008600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 606.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 652.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008670.json b/landing/lenses/008670.json index bb17dd61c7dbfd9d637d0f170b146291bc1816b6..0b7c05ea375f6db7c625a1bd25e78ce81983ac76 100644 --- a/landing/lenses/008670.json +++ b/landing/lenses/008670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -626,14 +626,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,10 +794,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -812,10 +812,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -850,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008700.json b/landing/lenses/008700.json index c72a165d30475dd2373b2953a4ff61bd1e0474b8..ad2c4e7c8efeee6cf0dcc6bbe53315d1defb3879 100644 --- a/landing/lenses/008700.json +++ b/landing/lenses/008700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008730.json b/landing/lenses/008730.json index b717197550c7203c8faf014dbab09d78208afdbc..c930a4bd67d799d6d4b2810503aea2366593924b 100644 --- a/landing/lenses/008730.json +++ b/landing/lenses/008730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 20.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 20.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008770.json b/landing/lenses/008770.json index 42b4a14e425e10f974c4060d610eea83e5c0b25f..ab835bca3a4efe015c8a2bfd7c12495441187356 100644 --- a/landing/lenses/008770.json +++ b/landing/lenses/008770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1121,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008800.json b/landing/lenses/008800.json index 0d79ebc87e8dcb25c2be94b48a7faaf886e6f107..5cc5961a0f8aae08ac158cb473d5cf07b7175095 100644 --- a/landing/lenses/008800.json +++ b/landing/lenses/008800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008830.json b/landing/lenses/008830.json index 1a84a2e0981f49ea3fd1147256ed6bc11aeb5eb1..6e3c7c7043e8e65444f47ac7a77ae4f14dc50f79 100644 --- a/landing/lenses/008830.json +++ b/landing/lenses/008830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008870.json b/landing/lenses/008870.json index ffe3c5023693f7b2ef9504fb1c448946f7314d11..8d52a1a50453fde8b80075708da887b005b45926 100644 --- a/landing/lenses/008870.json +++ b/landing/lenses/008870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088D0.json b/landing/lenses/0088D0.json index 728628688850b52e6fd87261b42762df35c86edd..d7ad412bd610e7ec592bef83a16917fd301e8554 100644 --- a/landing/lenses/0088D0.json +++ b/landing/lenses/0088D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088M0.json b/landing/lenses/0088M0.json index 669243a684927c00f11bbe069c51a91e8b0a94bc..6ba7303e251ab9034a00f0dc03d31b5dbfa1758a 100644 --- a/landing/lenses/0088M0.json +++ b/landing/lenses/0088M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008930.json b/landing/lenses/008930.json index 57ce53ddaf8c07389a2358c9d419a5c537d21de3..41145eeb7204e3b1ec8ba1e8ba18c230328ed524 100644 --- a/landing/lenses/008930.json +++ b/landing/lenses/008930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008970.json b/landing/lenses/008970.json index d1f6688873c5b63c0948e540cd51d5c1b0bb9353..4041806a2b351c5cfd4e0319a5e901ee7275074b 100644 --- a/landing/lenses/008970.json +++ b/landing/lenses/008970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 14.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 27.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009070.json b/landing/lenses/009070.json index 39bf92dbe1e47bc649d38ab64bb4aaded14793d3..8eda3b2fff458cc488de9eb44939633c7f3f2af6 100644 --- a/landing/lenses/009070.json +++ b/landing/lenses/009070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009140.json b/landing/lenses/009140.json index 37078344cd1954d2e393ece7ed0a0f07b8df5904..f14f024fb52ee0a8d7ec0ef3226d0167710681d8 100644 --- a/landing/lenses/009140.json +++ b/landing/lenses/009140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009150.json b/landing/lenses/009150.json index 76f81c18400ed78b2762b8f9e6ab085d93d79834..d2ad1e1a47328490235ea93705cf3951a11dcc19 100644 --- a/landing/lenses/009150.json +++ b/landing/lenses/009150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009160.json b/landing/lenses/009160.json index 492aac778db4f12b683b07326d19b1a1ba6e1de8..b6b84ed2704f234159deeac8dfb49d733c890764 100644 --- a/landing/lenses/009160.json +++ b/landing/lenses/009160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009180.json b/landing/lenses/009180.json index bda485cf465ab783d30d62766cbb5b7d2b78596c..920773fe95ee5503d78a71e28e431ab6ba649b7d 100644 --- a/landing/lenses/009180.json +++ b/landing/lenses/009180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009190.json b/landing/lenses/009190.json index 1c8a7dd466680702504553c976f85105e0ac9668..9b537435b4901e04b308628756c27438659976cc 100644 --- a/landing/lenses/009190.json +++ b/landing/lenses/009190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,7 +1198,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1207,7 +1207,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0091W0.json b/landing/lenses/0091W0.json index 21d6f54633c11966a4398302a7388172554b2908..eb17797c21725d044003361c570d17bbab2bc451 100644 --- a/landing/lenses/0091W0.json +++ b/landing/lenses/0091W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009200.json b/landing/lenses/009200.json index 8f3a9a743317d86bd1050e4e8a32914664b36484..6d1511520dc00bb8974e74e73bf18b783c22292b 100644 --- a/landing/lenses/009200.json +++ b/landing/lenses/009200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009240.json b/landing/lenses/009240.json index baa5e3812d08114219d1f67032b0afacb21d6471..04d7f825df6302f239c32888a3229bd63fa48877 100644 --- a/landing/lenses/009240.json +++ b/landing/lenses/009240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009270.json b/landing/lenses/009270.json index 424a68feadbdea719b69900c4b48d52fb91752ff..dc3cbcff81b3f77e7c92cb3e5d7c8ccb6b7a16ec 100644 --- a/landing/lenses/009270.json +++ b/landing/lenses/009270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 15.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009290.json b/landing/lenses/009290.json index 200a9ffe3a6a787cbd0792e01a4f5cac236afda2..34126b51e69fb3b5acd94cedcf41c67ec363e321 100644 --- a/landing/lenses/009290.json +++ b/landing/lenses/009290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009300.json b/landing/lenses/009300.json index 7a376880f478b2bd0942f66c5b528f232a483909..27eb066a7edbafb2f975e0a31b5a858d1e3ebf56 100644 --- a/landing/lenses/009300.json +++ b/landing/lenses/009300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009310.json b/landing/lenses/009310.json index 1ecbdec15723bb1c73f341698f6581293dcb0113..4bc2bb12df97a7c1cbbdb2be7830e702f637ad0e 100644 --- a/landing/lenses/009310.json +++ b/landing/lenses/009310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-11", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-11", "period": "2024", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-11", "period": "2024", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009320.json b/landing/lenses/009320.json index bc4859f60620f90dfb689db64ba919c1b3170755..317cdce7a34f1da62132bfad25cadf56035822bd 100644 --- a/landing/lenses/009320.json +++ b/landing/lenses/009320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0093G0.json b/landing/lenses/0093G0.json index a045a4287be9d962de64fdf1ab0a9e2654150206..a287cb9e3b3a4db4e269cab9c05f57fedbfb052f 100644 --- a/landing/lenses/0093G0.json +++ b/landing/lenses/0093G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009410.json b/landing/lenses/009410.json index 50ced0a946b24f8c46c2d8d2dae17728c484c214..8ad2c1ce5cb602e18be84b332ebdba12b962f260 100644 --- a/landing/lenses/009410.json +++ b/landing/lenses/009410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009420.json b/landing/lenses/009420.json index ee0b1771a6300956ce1768a282127fe5671deccd..d9d373a2b6012dbaae10e6d84a7d460b7bbd7300 100644 --- a/landing/lenses/009420.json +++ b/landing/lenses/009420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009440.json b/landing/lenses/009440.json index c8f4836173a552f2945ff02cacfb92f60fe70cce..86ff8f0cf315a9fc9ca5a85c78f041a37366c354 100644 --- a/landing/lenses/009440.json +++ b/landing/lenses/009440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009450.json b/landing/lenses/009450.json index 5773212f0c4b4a8c6ba3e8812757e63e5d4b6436..bad73a9ce959e2a0873a8b64e37e6fd8024519de 100644 --- a/landing/lenses/009450.json +++ b/landing/lenses/009450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1514,12 +1514,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9084778ec30b", + "target": "009450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.629 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009460.json b/landing/lenses/009460.json index e4e451c47c45c84272641dad79d8fc047730dea1..12ae1f376cfdfbf4fddcffc5cbf5dd6864b4d623 100644 --- a/landing/lenses/009460.json +++ b/landing/lenses/009460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009470.json b/landing/lenses/009470.json index 3410056050baf5b73c5f8ce97edfbc408dcb4ec3..5480a40b9ecca0a0a9c42123e33c375e565ae22b 100644 --- a/landing/lenses/009470.json +++ b/landing/lenses/009470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/009520.json b/landing/lenses/009520.json index 38b8ec91eab1f376ec370b57529a658d2e82eebe..52e8b20403487c43e6e79f26f77f9fe4f9cf79be 100644 --- a/landing/lenses/009520.json +++ b/landing/lenses/009520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009540.json b/landing/lenses/009540.json index 84ff7fc838544a4d41a91d2747c9ec5ecf984751..de805b79f548fd01ab6592f6760f4c7a54576ce0 100644 --- a/landing/lenses/009540.json +++ b/landing/lenses/009540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -745,10 +745,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -791,7 +791,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -833,8 +833,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -869,7 +869,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -925,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -944,10 +944,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -971,10 +971,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -985,7 +985,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1009,7 +1009,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009580.json b/landing/lenses/009580.json index 3836dfdb158a80f8da7c9a396924dc8dfddc7200..ab6b818e9b59658fe0789a777ffb1a60ea72673a 100644 --- a/landing/lenses/009580.json +++ b/landing/lenses/009580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 20.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 21.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 37.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009620.json b/landing/lenses/009620.json index 617e0008e1ce2e55e67b03815af1fa14d370553e..7fe47ef961cf32ecb2352c4b9fdbf5c379593531 100644 --- a/landing/lenses/009620.json +++ b/landing/lenses/009620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "자본구조 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009680.json b/landing/lenses/009680.json index 550f4362e68c6c4ead65a9afd3c823825373c537..98bd03148f96f2566378fe2f725e3d9e443c0e20 100644 --- a/landing/lenses/009680.json +++ b/landing/lenses/009680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096B0.json b/landing/lenses/0096B0.json index f8cf565d233b89a3cbee7a268ffc2b099d826815..894089a6976938fac121d7e9a6a5625227155db0 100644 --- a/landing/lenses/0096B0.json +++ b/landing/lenses/0096B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096D0.json b/landing/lenses/0096D0.json index 46a961af8c6470629d53e9e1414e56496ae22411..f50be56cf795a82658ba960fcc55091c16167a0b 100644 --- a/landing/lenses/0096D0.json +++ b/landing/lenses/0096D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009730.json b/landing/lenses/009730.json index b740809476d5f4a70f6d0ba6c348cd79aec7a62a..3b4c9c521211c1e440939fea9bbd638ba12e5b04 100644 --- a/landing/lenses/009730.json +++ b/landing/lenses/009730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 135.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 164.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009770.json b/landing/lenses/009770.json index 7be1f9cad31f42f00d4c6bd674ff62ada6796eaf..fb959e121383fb4565f789f8dac7b5d6beca84c8 100644 --- a/landing/lenses/009770.json +++ b/landing/lenses/009770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009780.json b/landing/lenses/009780.json index 791b41eca037c7a44cdb8eccea6c75c571dd85b3..c9f33534d000b11b2510dc53da95c37f23e1cd98 100644 --- a/landing/lenses/009780.json +++ b/landing/lenses/009780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0097F0.json b/landing/lenses/0097F0.json index a74454d2a7c8faf002bc7faa919228357ebd3b19..6742dd369f32d5ea8eed77e054c616a1721dc9fb 100644 --- a/landing/lenses/0097F0.json +++ b/landing/lenses/0097F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009810.json b/landing/lenses/009810.json index 1e19a61d43a2ecbbda7754968d34c4cb14ac6e4d..3e4843a098180968807aa0b55ef3e89bfa34c6fc 100644 --- a/landing/lenses/009810.json +++ b/landing/lenses/009810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009830.json b/landing/lenses/009830.json index 26fed6260ee1e9e297731f32f469e8d07cb3d703..7569d06d640331e823c25b3310a9def1d04d8aeb 100644 --- a/landing/lenses/009830.json +++ b/landing/lenses/009830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 45.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 45.07, + "score": 46.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 46.16, + "score": 47.79, "assumptions": { "scenarioStress": "moderate" } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0098T0.json b/landing/lenses/0098T0.json index 8abcc626f3b48154c60b8ecde1ca6eb39eb19021..0dce6bf261c8ccfe1d4f986e1bcc20e7b37217ce 100644 --- a/landing/lenses/0098T0.json +++ b/landing/lenses/0098T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009900.json b/landing/lenses/009900.json index 4e54cf8caa1d5056b6808e0f77ec1b71527a32ae..3a1a8f0d643179025739d0debfa06bb7c30fee94 100644 --- a/landing/lenses/009900.json +++ b/landing/lenses/009900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009970.json b/landing/lenses/009970.json index 52d12f574c457ca12ae3e8d4fbf1053e61a0c11f..7414a1b1cae0fcd776b347969b9c23ce6ec5faf1 100644 --- a/landing/lenses/009970.json +++ b/landing/lenses/009970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099W0.json b/landing/lenses/0099W0.json index f04e390047abba1484744091590a4005e8210744..098bfea3f5feff6d299de7ecd90b268731095158 100644 --- a/landing/lenses/0099W0.json +++ b/landing/lenses/0099W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099X0.json b/landing/lenses/0099X0.json index 910b939e80305026e3b461e78f5b5298924210ba..e590367c28473d915c988f119b0e690f26ddd64a 100644 --- a/landing/lenses/0099X0.json +++ b/landing/lenses/0099X0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010040.json b/landing/lenses/010040.json index 6a582c9c370f68179e080d186a024e3656b8ef30..8d74a28b34a937ceb9e401c296b8e6436247303a 100644 --- a/landing/lenses/010040.json +++ b/landing/lenses/010040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010060.json b/landing/lenses/010060.json index 44938fe4f3c0fb4096da1b35eda0a9172c7f7a97..e115a6c202dd5357ffcb2d84fb6cb2a8293338d2 100644 --- a/landing/lenses/010060.json +++ b/landing/lenses/010060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,10 +1121,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1139,10 +1139,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010100.json b/landing/lenses/010100.json index 3fdc312b6219a2ee121c485b9c17dc28e6e1b6c0..e107c18b095955c957100324c0ffd2f90b78d969 100644 --- a/landing/lenses/010100.json +++ b/landing/lenses/010100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010120.json b/landing/lenses/010120.json index e075b0cea7a8a3867c0a9afb9a7d57471d4e775b..7774bc7568d2723cddfebcdb09c73b2529588d33 100644 --- a/landing/lenses/010120.json +++ b/landing/lenses/010120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": { "totalNotch": 1, "reasons": [ - "시가총액 23조" + "시가총액 22조" ] }, "divergenceExplanation": [ @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010130.json b/landing/lenses/010130.json index 849a44cbed29e72c4f19982065363b21edc069ee..45626fa443e6ba0c0e884b1a6d6268456229edaf 100644 --- a/landing/lenses/010130.json +++ b/landing/lenses/010130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,13 +911,13 @@ "reasons": [ "중대형기업 (매출 17조)", "캡티브금융 별도 D/EBITDA 0.3x (양호)", - "시가총액 19조" + "시가총액 18조" ] }, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010140.json b/landing/lenses/010140.json index 7f6725863b7d03a4442b74c8a242b5292f3d2419..ecb50a3c257406389240f546d098aeb5f235db7e 100644 --- a/landing/lenses/010140.json +++ b/landing/lenses/010140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 29.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 32.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 29.04, + "grade": "dCR-BBB-", + "score": 32.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.06, + "grade": "dCR-BBB-", + "score": 33.31, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -914,7 +914,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010170.json b/landing/lenses/010170.json index 864fd1960c92e64a519a2ad5a073c3f4f7751288..787c19f83f38ac65194889bbd47b3b7160843915 100644 --- a/landing/lenses/010170.json +++ b/landing/lenses/010170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0101C0.json b/landing/lenses/0101C0.json index bd3dc8a45002a34a79dce2fdfdde91e3e080e44f..902f6c43ee6f2f7719d906b74f58dd265fa8f815 100644 --- a/landing/lenses/0101C0.json +++ b/landing/lenses/0101C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010240.json b/landing/lenses/010240.json index a6658ae840fdc690c1d6166b38adf8063ac9edb2..32f38715e2814f4dc00fa8ff144213ceded41569 100644 --- a/landing/lenses/010240.json +++ b/landing/lenses/010240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010280.json b/landing/lenses/010280.json index cb3f807c4c16ca56626702db1d84ba268efa4350..ae83b1bf176ce81bd0e9574f195a8003b32cbf0a 100644 --- a/landing/lenses/010280.json +++ b/landing/lenses/010280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:45af2c5b0eb5", + "target": "010280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010400.json b/landing/lenses/010400.json index 7c2d641a5ebe5bbe1693139a217358b076fdc2d7..1507d10edfae7fbe7477531c1bcd0e33e02b723c 100644 --- a/landing/lenses/010400.json +++ b/landing/lenses/010400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,8 +1489,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010420.json b/landing/lenses/010420.json index 18f3995810767ab9cdb1c82815df1994993ddbb3..b1bbc2d75df8f3bedf297e9286c007480f7e435e 100644 --- a/landing/lenses/010420.json +++ b/landing/lenses/010420.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/010470.json b/landing/lenses/010470.json index 44b4c03907eb44c4197683525f2e7b55f8162b88..fb7d7d139467fa056c1698d8cba20bd24dd48344 100644 --- a/landing/lenses/010470.json +++ b/landing/lenses/010470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010580.json b/landing/lenses/010580.json index 28769f54a50c65e3765000425302f01b6533b94b..3a88cdb4c0e684861b56c36c6e93ea7b5cf271e6 100644 --- a/landing/lenses/010580.json +++ b/landing/lenses/010580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0105P0.json b/landing/lenses/0105P0.json index 66cafcd0fdb7f449e04cefcc0a8eda1a0f169232..6b762a565fb5e79292c19ec02de37fa0c487ad11 100644 --- a/landing/lenses/0105P0.json +++ b/landing/lenses/0105P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010600.json b/landing/lenses/010600.json index 98ffaeee3e5f6521965a421f97c32a4a486b709b..918330c87ca5eeebea16c795cc8a948702e9d4ac 100644 --- a/landing/lenses/010600.json +++ b/landing/lenses/010600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,10 +1112,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010620.json b/landing/lenses/010620.json index 0e8b57d9ee165a9a575a6717fbc90d87708b409d..7c1177d96fb2d9d0e639c9d1d25099ee82ba9a8c 100644 --- a/landing/lenses/010620.json +++ b/landing/lenses/010620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-26", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-26", "period": "2024", "status": "derived", @@ -1131,7 +1131,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-26", "period": "2024", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010640.json b/landing/lenses/010640.json index ce56442f2daeaa2f84e58320668940b74706a6c4..47e24553b9f50c3238d0ec30485fb6329c6f1b5b 100644 --- a/landing/lenses/010640.json +++ b/landing/lenses/010640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010660.json b/landing/lenses/010660.json index 7084d3060120fe44342cb47c5aea58ed7df9a226..f66f7ab7f4b20c629eaed107ab48a789df6b06fd 100644 --- a/landing/lenses/010660.json +++ b/landing/lenses/010660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010690.json b/landing/lenses/010690.json index 2ce44c441ab1f15b424abb4661a9c8d859ab2217..4d59ddac7259de45f8b1f13f4fad82202ab79d3d 100644 --- a/landing/lenses/010690.json +++ b/landing/lenses/010690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010770.json b/landing/lenses/010770.json index b76ef030c252e0b801a4938f742b8629d7ee964b..f5a9448b531f7ffc36acbc730c770181bf90292e 100644 --- a/landing/lenses/010770.json +++ b/landing/lenses/010770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,10 +1289,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1307,10 +1307,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1361,7 +1361,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1677,12 +1677,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4f898791f0bc", + "target": "010770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.712 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010780.json b/landing/lenses/010780.json index 4868b9ba50e43f0955d5bfaaef1295cda6e77553..3a413a9fb575a002fea79bf9d1dabf6b934e3405 100644 --- a/landing/lenses/010780.json +++ b/landing/lenses/010780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.29, + "score": 35.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.07, + "score": 36.32, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010820.json b/landing/lenses/010820.json index 4cf11428b6018b2a6a0dcbac4736d6e8d161ed95..66b947dce09f8d63b8a381b0fb1e82ab5d1b5bad 100644 --- a/landing/lenses/010820.json +++ b/landing/lenses/010820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010950.json b/landing/lenses/010950.json index 5af4cf282cfc77553872f3181b1edc0f52de7224..2385a9b42cb08caec042283d612193cf112996f3 100644 --- a/landing/lenses/010950.json +++ b/landing/lenses/010950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010960.json b/landing/lenses/010960.json index b59d92b6f289bdeff46368e7bda043742c219fa7..e263f05a82d0d215b475e9f4d804c142ee12919c 100644 --- a/landing/lenses/010960.json +++ b/landing/lenses/010960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/011000.json b/landing/lenses/011000.json index 612e2dd616a6784aa31bd7588b50f2629469e834..650df3b53457e09e29f9910a5fcaf5e59963562a 100644 --- a/landing/lenses/011000.json +++ b/landing/lenses/011000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1742.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1780.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011040.json b/landing/lenses/011040.json index f6e7ada8be56d2323b72481859d5878c25ab77c5..fafb5da971bcb275f494f491211bd778427f341b 100644 --- a/landing/lenses/011040.json +++ b/landing/lenses/011040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011070.json b/landing/lenses/011070.json index 96590499e374666342a2518bce05693b06973269..231a05147e0978f2dd5a2faba170c41bca138187 100644 --- a/landing/lenses/011070.json +++ b/landing/lenses/011070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011080.json b/landing/lenses/011080.json index 3a49258f15c2799d98b4e9415bc3cd976f3f56a6..b2a61a16f0a334a2e9f7444d6f4efbd81e5de754 100644 --- a/landing/lenses/011080.json +++ b/landing/lenses/011080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011090.json b/landing/lenses/011090.json index a2342d8a12cd3758325fdb0b1da3e475cbe9da40..be1f0ab2a9b5470c45ef53e0fd8eed84528c9bcf 100644 --- a/landing/lenses/011090.json +++ b/landing/lenses/011090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011150.json b/landing/lenses/011150.json index 03c58ade4f90a92bb68d9c863e38d7720848ea92..0797eb917aaddb3be3062d0d599e7b426545f911 100644 --- a/landing/lenses/011150.json +++ b/landing/lenses/011150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011160.json b/landing/lenses/011160.json index 6d51b74ae50e5827ee56d130fc6477f6ed98f83f..2418ddacd6a54004cc33f1e0fe52fb55e6f878a4 100644 --- a/landing/lenses/011160.json +++ b/landing/lenses/011160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011170.json b/landing/lenses/011170.json index aa3f64b3b6008f1c2833a3bf692c77873aaedbb6..06b95d33eb23d842b7ed2a9592044075e87dd4ef 100644 --- a/landing/lenses/011170.json +++ b/landing/lenses/011170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011200.json b/landing/lenses/011200.json index 5754ddf2802752d8f9b50a19111d59fb02739c1b..c7eea9a5ad5437357b37c96741659cfaffdc3987 100644 --- a/landing/lenses/011200.json +++ b/landing/lenses/011200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011210.json b/landing/lenses/011210.json index 0269223880e644f75f3c2ee01ffba41347ed4d6b..1504f8c9712314fba8e262bbb6d6a7c01c69d987 100644 --- a/landing/lenses/011210.json +++ b/landing/lenses/011210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011230.json b/landing/lenses/011230.json index d40ccf4fd64450f34f36aa280d9fe9a53308ad7b..300a8b70082b9c70ca00001ea5a4da6075b5ecac 100644 --- a/landing/lenses/011230.json +++ b/landing/lenses/011230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "유동성 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 52.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 53.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011280.json b/landing/lenses/011280.json index ed48ddd08dd304081e838a26e0a7217808d7d4ea..83e2b1fd7a3e85d0d852904b3def3e42b34dc3b1 100644 --- a/landing/lenses/011280.json +++ b/landing/lenses/011280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.24, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.58, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.24, + "score": 54.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 51.73, + "grade": "dCR-B", + "score": 55.04, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,6 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 82점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011300.json b/landing/lenses/011300.json index 3cf9905ec76f05fdf375f9dd0e04a511530227cd..d208ad5776f5bc72bbdb7b96d1713de011e0c278 100644 --- a/landing/lenses/011300.json +++ b/landing/lenses/011300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,14 +742,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.54, + "score": 41.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.34, + "grade": "dCR-BB", + "score": 41.87, "assumptions": { "scenarioStress": "moderate" } @@ -765,11 +765,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -841,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 27.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -983,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1029,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1182,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011320.json b/landing/lenses/011320.json index fa74f569eda4be421215a950428e8e35eb32c7d6..6167537c9f2f8480d2323fcede3a3f4ba644c963 100644 --- a/landing/lenses/011320.json +++ b/landing/lenses/011320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7d6c39225be4", + "target": "011320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011330.json b/landing/lenses/011330.json index e9b6ff05180038d39a1dbac722390974c8628295..ec55934c4d47ea32053e1dfa4e980749e8b22ed7 100644 --- a/landing/lenses/011330.json +++ b/landing/lenses/011330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011370.json b/landing/lenses/011370.json index 2a46d193203cacb761f58ed8ff670984577e9050..b416413d6b9a451b890c0cb141da89cce5084409 100644 --- a/landing/lenses/011370.json +++ b/landing/lenses/011370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011390.json b/landing/lenses/011390.json index 62ccc1af7f19709fc27055c3b57fd69cb57d02fe..68846d05e7e9e2ee806d270187e52692037de1ec 100644 --- a/landing/lenses/011390.json +++ b/landing/lenses/011390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 16.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 19.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011400.json b/landing/lenses/011400.json index 287186a7852434c18e1eb492e2ea0292c3dec76f..e7f35004a81545d5cbc4ea697f16341e4a394805 100644 --- a/landing/lenses/011400.json +++ b/landing/lenses/011400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011420.json b/landing/lenses/011420.json index 8e0be6b6d8bf297ec33bd318bf5fef19568fd463..ae643d41633cf3dfe9b6fb479d58e336f7404f53 100644 --- a/landing/lenses/011420.json +++ b/landing/lenses/011420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011500.json b/landing/lenses/011500.json index 7ece36af2da00e0cf5c2b56e1bb147d52820ee70..ec269ee1693c19c74cdfe6366c92a3b5fbdd176d 100644 --- a/landing/lenses/011500.json +++ b/landing/lenses/011500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 16.70, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.23, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 16.7, + "score": 18.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 17.21, + "score": 18.83, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011560.json b/landing/lenses/011560.json index be0568caad9c070e62eab348082dff0bc8dd6ad9..f8894d79f7ca640e2814fb32c328cb7e764540d7 100644 --- a/landing/lenses/011560.json +++ b/landing/lenses/011560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/0115H0.json b/landing/lenses/0115H0.json index 81ab31234bc6bba4192dd4d066415237d3a0a8f3..88cc531c9fef31c3e00509ce645c328b5fd2e358 100644 --- a/landing/lenses/0115H0.json +++ b/landing/lenses/0115H0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011690.json b/landing/lenses/011690.json index 04e51557ce88f3de3d02318669a8d70e117e8dcd..91dcacf26420797449f41b9750842d3e29e74357 100644 --- a/landing/lenses/011690.json +++ b/landing/lenses/011690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.35, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.10, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.35, + "score": 29.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.65, + "score": 29.4, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,6 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011700.json b/landing/lenses/011700.json index 2ead20b1e030dcdc2a31dae0ce799a8096edc3f4..0bbc882c680bfdfc33d1dca65fb2590a73eec8b5 100644 --- a/landing/lenses/011700.json +++ b/landing/lenses/011700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011760.json b/landing/lenses/011760.json index 769a78d259e2ec8e8ec2a0aa95267ba196f26ff0..99f57302bcf768f741f3acd531f67d2168da9f41 100644 --- a/landing/lenses/011760.json +++ b/landing/lenses/011760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/011780.json b/landing/lenses/011780.json index 02696d5ee69d0ee0f48d09c7809f3c3b4ca82021..b7f7347e9fe41bba4fc73f7917cdcde9a256883d 100644 --- a/landing/lenses/011780.json +++ b/landing/lenses/011780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011790.json b/landing/lenses/011790.json index e43be586133369ec93e671d487f53a8bb10261b6..7d9785206b24fc4ac8e0bc70a582f028e85af657 100644 --- a/landing/lenses/011790.json +++ b/landing/lenses/011790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0117P0.json b/landing/lenses/0117P0.json index 48d486d4a393ce2e6feba1e275edda97fae90a97..6b25ba1b58d62b520b98f5b319fed354ff8acff4 100644 --- a/landing/lenses/0117P0.json +++ b/landing/lenses/0117P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011810.json b/landing/lenses/011810.json index d4b9c7b3a88910feaaccec624cedd9dbc1ebaadf..578fc337de85b02d434a34ee51bab4001ed6a02d 100644 --- a/landing/lenses/011810.json +++ b/landing/lenses/011810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011930.json b/landing/lenses/011930.json index 7f492d0a1d124f77c4a392b3c05545c4508bc961..33072f5d5c72d312711a14a95d65f95180b6107c 100644 --- a/landing/lenses/011930.json +++ b/landing/lenses/011930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 15.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 19.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 174.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012030.json b/landing/lenses/012030.json index 38681f6d9549110f48ef539b4b01856931b074c9..9b1f1c26257c3079f2d475f5683bf7344408ac20 100644 --- a/landing/lenses/012030.json +++ b/landing/lenses/012030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.27, + "score": 34.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.61, + "score": 35.66, "assumptions": { "scenarioStress": "moderate" } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0120G0.json b/landing/lenses/0120G0.json index 658a0f5a160824d9fa75aab2aeacc365354cf91f..491cbd7a3a78bc4ed01ce5f42856c1f05258a280 100644 --- a/landing/lenses/0120G0.json +++ b/landing/lenses/0120G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012160.json b/landing/lenses/012160.json index a6b6a2b4e73a8dedd0c229000d5aee83f923f268..02ba3a3156f7fafd17f2c16f5e7807f5b80166dd 100644 --- a/landing/lenses/012160.json +++ b/landing/lenses/012160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012170.json b/landing/lenses/012170.json index 2fb198a6a7c5eaab40e27dc6c93fa893355c4b45..2acefbe73c3836d67883f398abb745d2e728cc97 100644 --- a/landing/lenses/012170.json +++ b/landing/lenses/012170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,88 +1382,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:69777adac566", - "target": "012170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.336 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012200.json b/landing/lenses/012200.json index 87893ca9d0ae5d9fa68cc1c9140b60c2c1b8b805..39bcb404244fb3c7b87e69b7076653e7a40e9f40 100644 --- a/landing/lenses/012200.json +++ b/landing/lenses/012200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 56.50, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 56.58, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 56.5, + "score": 56.58, "assumptions": {} }, { @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012210.json b/landing/lenses/012210.json index b7ad2a0b9f7830b950eb91c48346d2dab6c37ad9..ec09c1d12ad733bee034b5d8608b5bfcfe201aa3 100644 --- a/landing/lenses/012210.json +++ b/landing/lenses/012210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -433,13 +433,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -610,14 +610,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -737,10 +737,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -756,8 +756,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -787,10 +787,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -800,7 +800,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -809,7 +809,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012280.json b/landing/lenses/012280.json index e15fa4cdc0f2f6ab1b1f53f46141bfee78bc698b..0e948af5ae15f8da877d056bff66039fcbed4e90 100644 --- a/landing/lenses/012280.json +++ b/landing/lenses/012280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,10 +1108,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012320.json b/landing/lenses/012320.json index 1e2fc92c3b8c92518f85599fcd33a3917d028a0e..de7045f5d143d3d785ee52a067671fa9b9c37e87 100644 --- a/landing/lenses/012320.json +++ b/landing/lenses/012320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012330.json b/landing/lenses/012330.json index d11074760e955482392178df9d85f2dd1fe498fc..a95fe766e4aac6fcd4cb2a80ebb7700040adfe84 100644 --- a/landing/lenses/012330.json +++ b/landing/lenses/012330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012340.json b/landing/lenses/012340.json index 1624d700d2f15cb7ab98a4f2dcd341e04ba4ee14..b0e8c1de0e026df2e810ea391724e09c5b1cbc88 100644 --- a/landing/lenses/012340.json +++ b/landing/lenses/012340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 144.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 184.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-22", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012450.json b/landing/lenses/012450.json index 3edd9b340b4d8ff17bac135080961ef61293ffb4..2e2863faef88e941dc6dc0cdb8d59b040206b0a7 100644 --- a/landing/lenses/012450.json +++ b/landing/lenses/012450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/012510.json b/landing/lenses/012510.json index df737c0603b75e0fa31f9d24b0d2f7e3d2d1e564..70343989a9a36d9ac25b958ef640384a60d1a284 100644 --- a/landing/lenses/012510.json +++ b/landing/lenses/012510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012580.json b/landing/lenses/012580.json index 44bcb2f9de27eb417178189f23d9ed6eb25e6e05..246f5b2298fe40c470679e1988d695dbd87d3082 100644 --- a/landing/lenses/012580.json +++ b/landing/lenses/012580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012600.json b/landing/lenses/012600.json index 9fed5f8ccb19491afe261a9a5e5a0eaf8650a450..5033ded7bacf9809fab4e179eda700bd6a332dbb 100644 --- a/landing/lenses/012600.json +++ b/landing/lenses/012600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012610.json b/landing/lenses/012610.json index 0faeaa776b26a0b8a53da4cfa1d6344010e164ca..2b7106b85e80c6fc9a0f9ced3b9b7e2c07776717 100644 --- a/landing/lenses/012610.json +++ b/landing/lenses/012610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012620.json b/landing/lenses/012620.json index 057630a83b32c0d7a1d1af3fa43e7cc53d45f1bc..fcfe00d06b81e4d40078fd9434fa1615342d6a58 100644 --- a/landing/lenses/012620.json +++ b/landing/lenses/012620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012630.json b/landing/lenses/012630.json index 07ed59e00685c6231cba8f0f12e55c1fd6d2a348..91657c21885d00f35f60d16a9cdfbf9058d799c8 100644 --- a/landing/lenses/012630.json +++ b/landing/lenses/012630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1376,7 +1376,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1398,7 +1398,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1416,8 +1416,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012690.json b/landing/lenses/012690.json index c870258ca55aa7f831e23eceb9d28ac9cde29f4b..c1e44f5bf418427395945a9ed11607dd1c0934c4 100644 --- a/landing/lenses/012690.json +++ b/landing/lenses/012690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0126Z0.json b/landing/lenses/0126Z0.json index 3091efe9f537864a4745670c4f8ce3fc4f3a83bf..1a7b0c0ce67a2b88695d0c50cecd3900f86689e0 100644 --- a/landing/lenses/0126Z0.json +++ b/landing/lenses/0126Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -347,14 +347,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -474,10 +474,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -506,8 +506,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -546,7 +546,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -633,10 +633,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -656,7 +656,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -664,7 +664,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012700.json b/landing/lenses/012700.json index 67eeacf56a89fb53013c2726a89aad9a796ab0e0..a14fdf693e4f002debe4d2827c53984f2d3042f2 100644 --- a/landing/lenses/012700.json +++ b/landing/lenses/012700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1160,8 +1160,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1271,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012750.json b/landing/lenses/012750.json index 3b8c2308ef589578b94f78bfaca1989c5df69e26..2b3b1d26d9912e6eccb923f5c884e50e142990bc 100644 --- a/landing/lenses/012750.json +++ b/landing/lenses/012750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012790.json b/landing/lenses/012790.json index d525b6669240560ddc45fd1cc2c7beb0c9b8b546..9a61cad1185e398719a9e0965bee422eefdaa72e 100644 --- a/landing/lenses/012790.json +++ b/landing/lenses/012790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012800.json b/landing/lenses/012800.json index 6a10d5545b281f74459b51b6757e7cc5e5b5e869..d56a0a217b8d36db1090cdcb1c0a8e862e3321c4 100644 --- a/landing/lenses/012800.json +++ b/landing/lenses/012800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012860.json b/landing/lenses/012860.json index 6f3e4e10669f4959097d37d4a34fbd32a3cb702b..c8838412701a307255e8e631db36ccd7381218c1 100644 --- a/landing/lenses/012860.json +++ b/landing/lenses/012860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.98, + "score": 30.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.65, + "score": 31.9, "assumptions": { "scenarioStress": "moderate" } @@ -920,6 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1494,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1512,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0129K0.json b/landing/lenses/0129K0.json index a7a7318c32358be27884b719718a9f90d32d87a2..5a1155fd7dca927c84d6897212cccfe340bad287 100644 --- a/landing/lenses/0129K0.json +++ b/landing/lenses/0129K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013000.json b/landing/lenses/013000.json index 386e9f9c47f7aa9ee5d3e46e8f71b43961c7f633..4157ba2f873a5c993740bdb1540b9f00238f41b4 100644 --- a/landing/lenses/013000.json +++ b/landing/lenses/013000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013030.json b/landing/lenses/013030.json index a80627c68ae41de3bac61603fe6b693c66320b88..87dde67b92dc347895ade0517454c732590e61f0 100644 --- a/landing/lenses/013030.json +++ b/landing/lenses/013030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,7 +1667,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1689,7 +1689,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1707,8 +1707,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0130D0.json b/landing/lenses/0130D0.json index 6ad1d0ed524f64e4c921646e79a36bac3729ecf1..2b30cc0a115ce22cab86ae111b81284e88758240 100644 --- a/landing/lenses/0130D0.json +++ b/landing/lenses/0130D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0130H0.json b/landing/lenses/0130H0.json index af7f7247b575b4c6974251a4e2c525a7a0ecad4c..d5130d345540740eb99299303a23733476fb9d5b 100644 --- a/landing/lenses/0130H0.json +++ b/landing/lenses/0130H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013120.json b/landing/lenses/013120.json index c33c154e9ae4b88201160589a01d831e013c416d..511207c07ed0ef1156d34e7453dfe70daa6da0aa 100644 --- a/landing/lenses/013120.json +++ b/landing/lenses/013120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0131D0.json b/landing/lenses/0131D0.json index c263bf5caf2d501cf49ce205d8ecd1a8f4bb2e44..8687a874fff51b28200f77e37a052a4a159e62d0 100644 --- a/landing/lenses/0131D0.json +++ b/landing/lenses/0131D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0132G0.json b/landing/lenses/0132G0.json index 0f4f386f239dee68b155955655b052db4cbc906a..ce31452dcd2c4d4ea4992072c9439c6a25b93372 100644 --- a/landing/lenses/0132G0.json +++ b/landing/lenses/0132G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013310.json b/landing/lenses/013310.json index 6f022b78625d4c4932698f91e6eca5ad11a01a9d..2b318408775326f819ebf6fb6e4ee58203b96b21 100644 --- a/landing/lenses/013310.json +++ b/landing/lenses/013310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 44.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 44.82, + "grade": "dCR-B+", + "score": 48.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.25, + "grade": "dCR-B+", + "score": 49.88, "assumptions": { "scenarioStress": "moderate" } @@ -906,11 +906,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.48%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/013340.json b/landing/lenses/013340.json index 1320fe3a0ab52afd47742035aad25e55fce51921..fff861bf11158c352553688f8b8b938d1052f81f 100644 --- a/landing/lenses/013340.json +++ b/landing/lenses/013340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013360.json b/landing/lenses/013360.json index f61343102054fc7030e705811c7dd6c3b8caf629..97984c03c28be9171c20fb44514a36b3f237a372 100644 --- a/landing/lenses/013360.json +++ b/landing/lenses/013360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0134X0.json b/landing/lenses/0134X0.json index fffbfe439b33073974803117219df33435211d91..d07a85d0e06f629e309b285d72cf9b0a6fece8c5 100644 --- a/landing/lenses/0134X0.json +++ b/landing/lenses/0134X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013520.json b/landing/lenses/013520.json index f9d0785d7072acd6a87d38f859c516112a57dd9d..221978d9355ba29d8853740589dccc14146ea0ea 100644 --- a/landing/lenses/013520.json +++ b/landing/lenses/013520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,8 +1428,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013570.json b/landing/lenses/013570.json index 0e96bbff146d2bfc9ee86fa41f8ea03d3373c59a..4172a1a2ac28398b13de8c5a16c07aece5f14dac 100644 --- a/landing/lenses/013570.json +++ b/landing/lenses/013570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013580.json b/landing/lenses/013580.json index 78f03f74b175729c9f4c05680d65f97b6e9b2d3c..e3b3d2b2e92a54afa01949dadbc4422d36dba619 100644 --- a/landing/lenses/013580.json +++ b/landing/lenses/013580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 24.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 27.17, + "grade": "dCR-BBB", + "score": 24.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 29.11, + "grade": "dCR-BBB", + "score": 26.83, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013700.json b/landing/lenses/013700.json index ab13c184e7348af7fd0cf28cf8c88d49be6ab3dd..f0584287da2ddd1b45960cab716db171d3959ca8 100644 --- a/landing/lenses/013700.json +++ b/landing/lenses/013700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -609,6 +609,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "013700", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-10-25" + }, + "period": "2025", + "knowledgeBoundary": "2026-10-25" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 20.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 3.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 61.41, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.21, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 33.72, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.37, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/013700/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/013700/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/013700/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/013700/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 23.69, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/자본구조", + "status": "derived", + "detail": "위험점수 24.22, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/유동성", + "status": "derived", + "detail": "위험점수 61.41, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/현금흐름", + "status": "derived", + "detail": "위험점수 20.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/사업안정성", + "status": "derived", + "detail": "위험점수 33.72, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/013700/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 29.3, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 30.96, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 18.16, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2025", + "score": 26.19, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2024", + "score": 60.73, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2023", + "score": 52.7, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2022", + "score": 57.61, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2021", + "score": 66.74, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2020", + "score": 58.02, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 21.52, + "grade": "BBB+", + "pdEstimate": 0.15 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.4, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 61점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -619,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -736,6 +1040,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "013700", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "knowledgeBoundary": "2026-10-25" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.422, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.505, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.422 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "underReaction" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "underReaction" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -746,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -765,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +1375,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -902,9 +1386,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -949,9 +1435,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -964,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1d6b5c13c249", + "target": "013700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.422 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013720.json b/landing/lenses/013720.json index d74e0ca3214789a6b053b31d77f015cf7ca7ce2a..ea5c61b80b71a8178b7fd9ef63259e816f843b96 100644 --- a/landing/lenses/013720.json +++ b/landing/lenses/013720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013810.json b/landing/lenses/013810.json index 973e6d78a44901d5f8f4225c19df0bbd6917b877..4778a7452e7244d05f13d38b4395490dff3d3b84 100644 --- a/landing/lenses/013810.json +++ b/landing/lenses/013810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.39, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.17, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.39, + "score": 42.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.61, + "score": 42.42, "assumptions": { "scenarioStress": "moderate" } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013870.json b/landing/lenses/013870.json index 40bed877d6af1cfcd848a478fa5035759f9db01e..90232a02876b590d28e7fbfedbede8418f705aa1 100644 --- a/landing/lenses/013870.json +++ b/landing/lenses/013870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,15 +1647,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/013890.json b/landing/lenses/013890.json index 9386ad4910a6d3aa59ef3068f69c4ca11121f52b..6c49bdafeb562cefb4928c0e68fccd04ad7cee6d 100644 --- a/landing/lenses/013890.json +++ b/landing/lenses/013890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013990.json b/landing/lenses/013990.json index 381372af10ec31881cd4812544281c25434d3cba..95fa3a09e1d7159da7078b56207b3b819446c5aa 100644 --- a/landing/lenses/013990.json +++ b/landing/lenses/013990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014100.json b/landing/lenses/014100.json index 209da331a920682c58700b1886b2803491c505a8..197152a0730b7541c31768e0a2d9f559b70d8f2d 100644 --- a/landing/lenses/014100.json +++ b/landing/lenses/014100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 49.51, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.95, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 49.51, + "score": 52.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 49.97, + "score": 53.38, "assumptions": { "scenarioStress": "moderate" } @@ -918,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1126,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014130.json b/landing/lenses/014130.json index 40414b31a281c10487120d1440b1be0bd50873c5..01c758e693a1f9aad87d1d957e5e562c0b2efad2 100644 --- a/landing/lenses/014130.json +++ b/landing/lenses/014130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 56.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 59.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 56.95, + "score": 59.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 57.95, + "score": 60.95, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014160.json b/landing/lenses/014160.json index af5cb0b2f19524e7f41f38e2d2d6a458a9db8843..a885e5b62c5f5bedd2957ce930fd33c2477d8f09 100644 --- a/landing/lenses/014160.json +++ b/landing/lenses/014160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 10.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 10.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014190.json b/landing/lenses/014190.json index 25551283c9387dc5f109b9ee1e162e69845b61e2..114fd515918aa9b5e937346579b353b207b036de 100644 --- a/landing/lenses/014190.json +++ b/landing/lenses/014190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014200.json b/landing/lenses/014200.json index 16ead504ba3f42523e30e01d0ec271fb6884356b..42bb219ff281ed24fe908ea1cb012c8406cd857f 100644 --- a/landing/lenses/014200.json +++ b/landing/lenses/014200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-25", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-25", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-25", "period": "2025", "status": "observed", @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,10 +1264,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014280.json b/landing/lenses/014280.json index 90e0f664b152dd1e675ab9cb67626712729dbcfb..d3dba0e7bee9ae97df7ce650a87f487cc8aa31a0 100644 --- a/landing/lenses/014280.json +++ b/landing/lenses/014280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014440.json b/landing/lenses/014440.json index 3a1b6aa571755599f631b861e10422467d9d18d7..5d1ea865b9ad47d973c6fbab77aa4bbca440bd10 100644 --- a/landing/lenses/014440.json +++ b/landing/lenses/014440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014470.json b/landing/lenses/014470.json index 337f0688bedfe70e9f72b3a300ed2832daaa43f0..a5b70832883d33d6fbf9a658d1ec19fb70bd982b 100644 --- a/landing/lenses/014470.json +++ b/landing/lenses/014470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014530.json b/landing/lenses/014530.json index 52db2f37cb89627f260f2e35489ae193a4541287..9552a0d317fb513940b297bbc131d0eca1635fe0 100644 --- a/landing/lenses/014530.json +++ b/landing/lenses/014530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6f248a555706", - "target": "014530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014570.json b/landing/lenses/014570.json index db017e7f1542669d47896fd9cbb22dc694f7e2c2..7d8168070e5e6a3cb442e2395a01df2a723bafcc 100644 --- a/landing/lenses/014570.json +++ b/landing/lenses/014570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014580.json b/landing/lenses/014580.json index 38817d757eb8d763dc646ae29cebefe42db3fc71..4ebb380f79174af48833ff46f2066ce5a001d9ed 100644 --- a/landing/lenses/014580.json +++ b/landing/lenses/014580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/014620.json b/landing/lenses/014620.json index d51450ad2740e74a895c77e9902442079012890f..164e758b31f67f32dba118f6c44cca46b86a8baa 100644 --- a/landing/lenses/014620.json +++ b/landing/lenses/014620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014680.json b/landing/lenses/014680.json index fa09615c5262eeda55ff119b3866e21e5b3eb3a9..d602e7b7a4280cf7c14dd1978d90ef49391e6b99 100644 --- a/landing/lenses/014680.json +++ b/landing/lenses/014680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014710.json b/landing/lenses/014710.json index dfa0832fad73db8b9a0fe19df92d64265869baa8..49b715f56860c45b4cc34ef2d067f2e597bd0610 100644 --- a/landing/lenses/014710.json +++ b/landing/lenses/014710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014790.json b/landing/lenses/014790.json index 20191b0811bccaad67c71bf181543f3f97560b57..f42b2712cab2e11088496e4a4dc3cb0d72213854 100644 --- a/landing/lenses/014790.json +++ b/landing/lenses/014790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014820.json b/landing/lenses/014820.json index c1c80db928546d60a92ec4437f2a6a57ddfc81e9..605784986084296e3a8409c5d648132a4f753f85 100644 --- a/landing/lenses/014820.json +++ b/landing/lenses/014820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2c644408ae50", - "target": "014820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014830.json b/landing/lenses/014830.json index fa4ed58b3afc535be67dfedfacdf6d985434d739..ee1517d741ca325074f47935e3755c9e8af82794 100644 --- a/landing/lenses/014830.json +++ b/landing/lenses/014830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014910.json b/landing/lenses/014910.json index fe82b525803a6bb430d507bf70ac612b2dca86de..f36d53e06ea97d7c72c70767b4f2b30aebac668c 100644 --- a/landing/lenses/014910.json +++ b/landing/lenses/014910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014940.json b/landing/lenses/014940.json index bed6f10e9a9fb97c9e06e1692d7eb67b506b7610..67caf2f515d328ce1b40cc6f00fb714124354663 100644 --- a/landing/lenses/014940.json +++ b/landing/lenses/014940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1674,7 +1674,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1696,7 +1696,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1714,8 +1714,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014950.json b/landing/lenses/014950.json index 74d1cc5e70059b2d0ea6c5b83ed98f4ab394a9e3..57e17027dafe2ad03550f3dabe70087fc14e488a 100644 --- a/landing/lenses/014950.json +++ b/landing/lenses/014950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -396,10 +396,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -428,8 +428,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -448,8 +448,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -468,7 +468,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -536,15 +536,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/014970.json b/landing/lenses/014970.json index 9f001cdeff097517da73974686fc48ef2e609e7b..cbdf087f02d96e813bb1a5a32c8f0b07f89353b0 100644 --- a/landing/lenses/014970.json +++ b/landing/lenses/014970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014990.json b/landing/lenses/014990.json index 44884a824239bd8479986127aff67d89136f99c3..5fd5cd0e020b8254514dc34177ce72cdbb7dc585 100644 --- a/landing/lenses/014990.json +++ b/landing/lenses/014990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.7, + "score": 45.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.23, + "score": 46.54, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 21.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:94dc7a08f033", + "target": "014990", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.775 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015020.json b/landing/lenses/015020.json index 8f556b7bd3373bd977a96d17529efb02b3147b4b..42437e0d97fa174fc0a82720e2e7ad98d843ad0a 100644 --- a/landing/lenses/015020.json +++ b/landing/lenses/015020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 12.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 12.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-26", "period": null, "status": "derived", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-26", "period": null, "status": "observed", @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015200.json b/landing/lenses/015200.json index 9e14dafe7cd217351f71fcdc06f94569a4d8acdb..96e74bd0008022e64806954ac6971996454c12c8 100644 --- a/landing/lenses/015200.json +++ b/landing/lenses/015200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015230.json b/landing/lenses/015230.json index 19e49143666ee11591df7d82212aebb7a56d74a3..03979da3def049032af8072638d449e8c3c7cd0c 100644 --- a/landing/lenses/015230.json +++ b/landing/lenses/015230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015260.json b/landing/lenses/015260.json index e6d4eec97cebde135ebd257683f497aef9bf28f9..c316179a5aaeaa7662b470dd848223ccb5601abc 100644 --- a/landing/lenses/015260.json +++ b/landing/lenses/015260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 44.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 132.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015360.json b/landing/lenses/015360.json index 8818c57e52428143e5e350162e828129c9a4d5e4..d033ac8fb6e8b247867cb57a86040008f10c094f 100644 --- a/landing/lenses/015360.json +++ b/landing/lenses/015360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015590.json b/landing/lenses/015590.json index efcf39a2c9c27a802beed6a056aea47ef6592934..970dcebf410762e384cbe99d1331993d97f08166 100644 --- a/landing/lenses/015590.json +++ b/landing/lenses/015590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0155E0.json b/landing/lenses/0155E0.json index 16696ed3f371e64b946fd3fe5754c72ae3b90345..9ae243aeabbef8b43c5b003084a59643664dc5b7 100644 --- a/landing/lenses/0155E0.json +++ b/landing/lenses/0155E0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -385,8 +385,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -405,8 +405,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -425,7 +425,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -493,10 +493,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -512,10 +512,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -539,10 +539,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -557,10 +557,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -571,7 +571,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -579,7 +579,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -595,7 +595,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0156T0.json b/landing/lenses/0156T0.json index 63a9fcc7dacdab5828567e9bba370f21d47bcb6a..8257cd9bfdb8309bcba7f4e0ec86da1a35c1e77e 100644 --- a/landing/lenses/0156T0.json +++ b/landing/lenses/0156T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/015710.json b/landing/lenses/015710.json index ce37442ff844a64cda58a1ebe10ccd4d421539c1..20226085e4cfc3ec415c474df5a470446838c2fe 100644 --- a/landing/lenses/015710.json +++ b/landing/lenses/015710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015750.json b/landing/lenses/015750.json index f012e6b0ef12e7c92e91cf826a8c13896bbcc98b..0037bf25e2b512e7ae5109cc4d086d5d1032d999 100644 --- a/landing/lenses/015750.json +++ b/landing/lenses/015750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,7 +1599,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1621,7 +1621,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1639,15 +1639,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/015760.json b/landing/lenses/015760.json index 17a4d160feebb5d9e678a44b191f1caeb056efd5..c1fc711a1123e569e64acd0ee71e41e3b13e6df1 100644 --- a/landing/lenses/015760.json +++ b/landing/lenses/015760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,15 +1560,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/015860.json b/landing/lenses/015860.json index 4d8ddb7da066e48d2db3632c7e86e0631cf481c3..cd4a21d387a99697ad284a83a5c1fac4f1e0e86c 100644 --- a/landing/lenses/015860.json +++ b/landing/lenses/015860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,12 +1341,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a0fb36f2513b", + "target": "015860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015890.json b/landing/lenses/015890.json index deb27c33a087c4d830cd7c50ec34256855dfae45..4a8af4fed43314111b76f42095300715c6d7b8ef 100644 --- a/landing/lenses/015890.json +++ b/landing/lenses/015890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0158S0.json b/landing/lenses/0158S0.json new file mode 100644 index 0000000000000000000000000000000000000000..a1090dab8e714844b8c14f17ccb0b95944412a27 --- /dev/null +++ b/landing/lenses/0158S0.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "0158S0", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0158S0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-10-25" + }, + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0158S0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-10-25" + }, + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0158S0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0158S0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": null, + "knowledgeBoundary": "2026-10-25" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.4, + "unit": "%p", + "signal": "rising", + "change": 0.1299999999999999, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 107.89, + "unit": "$", + "signal": "falling", + "change": -2.1200000000000045, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1324.6, + "unit": "원", + "signal": "rising", + "change": 0.3999999999998636, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-22", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-22", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-20", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-23", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0158S0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0158S0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0158S0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0158S0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/016090.json b/landing/lenses/016090.json index 75093c533f88366ddc74038b3c286da16b98d804..a5a8b2492511584ee9673b714f22f43b6ded3b61 100644 --- a/landing/lenses/016090.json +++ b/landing/lenses/016090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016100.json b/landing/lenses/016100.json index d71c8a25078650ba0d93d1748e71eaee7695381e..17e4300d77b16ae364fda20d89a0557ac6176993 100644 --- a/landing/lenses/016100.json +++ b/landing/lenses/016100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 27.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 29.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0161M0.json b/landing/lenses/0161M0.json index 75b22b8b5d74746b3df08995ba6fe1df025d7ed8..4ef125b7f77f449c1785dc60ef9524867dd01d8f 100644 --- a/landing/lenses/0161M0.json +++ b/landing/lenses/0161M0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016250.json b/landing/lenses/016250.json index 7fe59c100489cd99622904b8f36e6853f742f6d6..fc746dfa2e1ea8812230ca06cec872f69c8fe637 100644 --- a/landing/lenses/016250.json +++ b/landing/lenses/016250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016360.json b/landing/lenses/016360.json index 54bcee80263eb9feed8e5a34c98ddd5b87a91622..1e4fbe51bbb3084229cc7f6b360c8fa381428e2b 100644 --- a/landing/lenses/016360.json +++ b/landing/lenses/016360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016380.json b/landing/lenses/016380.json index d4d2cf522680c6129a441370302dbde74f8439ce..e5d3a3f4044cf74e682d7b3e03782505429231e0 100644 --- a/landing/lenses/016380.json +++ b/landing/lenses/016380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016450.json b/landing/lenses/016450.json index ec18bcb14890363ec0f3839ccff1fbec7eb3630e..ab39f71d59fda67520995aaca61631e2e60ba6ec 100644 --- a/landing/lenses/016450.json +++ b/landing/lenses/016450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0164H0.json b/landing/lenses/0164H0.json index 700282bd545de8a211928f4664c8ee5960f0e011..62279ef60e70941e4b16dca85969d02bff7e882b 100644 --- a/landing/lenses/0164H0.json +++ b/landing/lenses/0164H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016580.json b/landing/lenses/016580.json index 619124281bb15af0bf55d6ec88aeb29e3b08ff78..40d0723f152fd25f40399c985632adb331347906 100644 --- a/landing/lenses/016580.json +++ b/landing/lenses/016580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,88 +1551,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:61c9115529ca", - "target": "016580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016590.json b/landing/lenses/016590.json index b1e504f051f8bfa71dc69acc94a669307f549102..462e209288af1c052e1e299370b5909ba90171d4 100644 --- a/landing/lenses/016590.json +++ b/landing/lenses/016590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0165X0.json b/landing/lenses/0165X0.json index a1916dbd51cdbb9a2eccf13cc461d39b86f8cce7..6a0c767bed3dc763df0a81e84a49b7dfcf5d7435 100644 --- a/landing/lenses/0165X0.json +++ b/landing/lenses/0165X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016600.json b/landing/lenses/016600.json index d3a2cd28218da381bfe647cf1a92ca0650774fb4..289db24b720d490f196de03502af2f8656937652 100644 --- a/landing/lenses/016600.json +++ b/landing/lenses/016600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -368,13 +368,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -474,14 +474,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -601,10 +601,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -620,8 +620,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -633,8 +633,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -651,10 +651,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -673,7 +673,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -796,10 +796,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016610.json b/landing/lenses/016610.json index 2aba7f55995c8f2d5ca52320759bc246e8c6ab1c..bd86d538ed7e3af6112fae503a563a5e3e6fb716 100644 --- a/landing/lenses/016610.json +++ b/landing/lenses/016610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1192,12 +1192,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c4eea9babeb4", + "target": "016610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016670.json b/landing/lenses/016670.json index 5692e9bd0263aef9899bfa8f8030a7dbee338ea3..7d0bc86101344fdc4b144008197abf903ffe1e80 100644 --- a/landing/lenses/016670.json +++ b/landing/lenses/016670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016710.json b/landing/lenses/016710.json index 2f7fa2da523d34ecb1cea4cf2550a4cca7f08f25..fb2bc7a40631d037d6b22cf0d559c790600dcde5 100644 --- a/landing/lenses/016710.json +++ b/landing/lenses/016710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016740.json b/landing/lenses/016740.json index 2dee7df44da7a17c713b2d6a50b31e6166e8894a..bd73df879a914ea77081324f9a58936f438d2fc9 100644 --- a/landing/lenses/016740.json +++ b/landing/lenses/016740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016790.json b/landing/lenses/016790.json index 35e9765eaa0e231db468b084ad97311c25f760fa..199b36dbcf4e04dc4707b82f2fd6bc3c8e3b7e91 100644 --- a/landing/lenses/016790.json +++ b/landing/lenses/016790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016800.json b/landing/lenses/016800.json index 374ad2ba547ffe5efede709d7faf93eca56ec22c..450a70f733d79729796063031b75648ceebced3a 100644 --- a/landing/lenses/016800.json +++ b/landing/lenses/016800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 14.67, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.28, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 14.67, + "score": 12.28, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 15.19, + "score": 12.77, "assumptions": { "scenarioStress": "moderate" } @@ -910,11 +910,11 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ] + ], + "monotonicGate": "A+" }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016830.json b/landing/lenses/016830.json index 6196501749c49bad25381d24dbfd03ec704e5536..17aae976aa91f24dee7e2061825e88dc6dd34f77 100644 --- a/landing/lenses/016830.json +++ b/landing/lenses/016830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -292,13 +292,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -480,14 +480,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -621,10 +621,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -648,10 +648,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -666,10 +666,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -680,7 +680,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -688,7 +688,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -704,7 +704,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016880.json b/landing/lenses/016880.json index a0868c322590615eebd41cbbea06be9d26dfcf68..c58b3e308bd4230dfb3e1231422f5cbd02b92445 100644 --- a/landing/lenses/016880.json +++ b/landing/lenses/016880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,8 +1399,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016920.json b/landing/lenses/016920.json index 4c6428b165d8e7017b5019e85d7494b95123917d..0308e584bb765ccae9191023e3f520d1a1af1e53 100644 --- a/landing/lenses/016920.json +++ b/landing/lenses/016920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017000.json b/landing/lenses/017000.json index 48564551debd75c02a8cb0afdd10d8aeef80dc7d..ba98c4098b04f8b1f53406ab48d18e2f325d5a88 100644 --- a/landing/lenses/017000.json +++ b/landing/lenses/017000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017040.json b/landing/lenses/017040.json index cc4f47d358c3cbda65c64411296eb223e1d7d990..f7288cc4963dc0bff18f9fbe5a62b4d71ef1c6e6 100644 --- a/landing/lenses/017040.json +++ b/landing/lenses/017040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": "2023", "status": "derived", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": "2023", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017180.json b/landing/lenses/017180.json index 777df9548572cfdebd18b1cb3d9f33807cd2856b..056822f2df02316c78649e1b2bb97a34184d2615 100644 --- a/landing/lenses/017180.json +++ b/landing/lenses/017180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,15 +1064,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,13 +1216,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,12 +1466,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:94447f7a4be5", + "target": "017180", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.543 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017250.json b/landing/lenses/017250.json index 52924724322276565d94d0c6bb5fede946d97aa8..3b0ca37b1af622e63f7bbe74d4044e4bf5beff43 100644 --- a/landing/lenses/017250.json +++ b/landing/lenses/017250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017370.json b/landing/lenses/017370.json index 59037ae72f89c7564dd5dbf2313212f79868654c..dd929a9e8ba143941e5d1ce3ccf8466bbb526309 100644 --- a/landing/lenses/017370.json +++ b/landing/lenses/017370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017390.json b/landing/lenses/017390.json index fc8c326fd82f35fa79a1e042a5789687044fdb66..a68f54a5cd3476c48bc2362bf2e11b325edc9aba 100644 --- a/landing/lenses/017390.json +++ b/landing/lenses/017390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,15 +1552,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/017480.json b/landing/lenses/017480.json index eec53c35f1edc1c8892d7844c4ca7057a4576c7e..01a4751d3b3ae06fe2ea90fa88cf9b8e498ae279 100644 --- a/landing/lenses/017480.json +++ b/landing/lenses/017480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017510.json b/landing/lenses/017510.json index 40a0ec476ba098ef9576cef89c61c28c4a9f3955..e4c7d50910f1ead5d6b86ff4daac9e10935a280d 100644 --- a/landing/lenses/017510.json +++ b/landing/lenses/017510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017550.json b/landing/lenses/017550.json index 3c8ae93ceef8347ce2d84868ccf728d2301fdea8..78099a3786e332b1a62a89fe9f89654701d9c3d7 100644 --- a/landing/lenses/017550.json +++ b/landing/lenses/017550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017650.json b/landing/lenses/017650.json index c3cb0b6313c64f621e6e464d23f0c4dfd5ce4b2f..fed9f9cfa580ca247eb95a1435ccf65bf0bf17c6 100644 --- a/landing/lenses/017650.json +++ b/landing/lenses/017650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e69cbac33e4e", + "target": "017650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.734 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017670.json b/landing/lenses/017670.json index 3facbbd019e480f1445c182862bc9335b78625aa..d4a9f02aa7767894efe3fce3542cf53d1e41d5e3 100644 --- a/landing/lenses/017670.json +++ b/landing/lenses/017670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017680.json b/landing/lenses/017680.json index 04ca82d268d44ac0c1dc792c02e8852999ca2435..38b60a609cdcd757e8106bc3608019b30674f842 100644 --- a/landing/lenses/017680.json +++ b/landing/lenses/017680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -621,10 +621,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -640,10 +640,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -667,10 +667,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -685,10 +685,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -699,7 +699,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017800.json b/landing/lenses/017800.json index f470ce72740aa87979f4c2cc15850050977970b6..7c5f4e4175495d8d884922e707fc173c2338f2a1 100644 --- a/landing/lenses/017800.json +++ b/landing/lenses/017800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017810.json b/landing/lenses/017810.json index 670ad4e27abc9751b1801a6aca79e42b20819b09..aa1933b2494ae0b9623586c26e2d0c8bea33430f 100644 --- a/landing/lenses/017810.json +++ b/landing/lenses/017810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,15 +1596,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/017860.json b/landing/lenses/017860.json index 5a3d853b54f19ec8cc5cb55c78b78f7d4b6e93f8..75611d3dd768acb6784681196cce4ddffc4053c3 100644 --- a/landing/lenses/017860.json +++ b/landing/lenses/017860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 17.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 21.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 41.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017890.json b/landing/lenses/017890.json index b989bd5a89dd363612c8f5b3fabef071a5ac1b66..260cf26e2576bdcab19b706dc0205b439691dc22 100644 --- a/landing/lenses/017890.json +++ b/landing/lenses/017890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,10 +1183,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1201,10 +1201,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017900.json b/landing/lenses/017900.json index 00173cb058530849d429b3e2f4c46e548742c9f4..bb88fc5c077da63040a8e888768d7bc7a9020dc8 100644 --- a/landing/lenses/017900.json +++ b/landing/lenses/017900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017940.json b/landing/lenses/017940.json index 1ed68a50c2883fef70f0218e36e24e7f9bbfcb54..6700dc1a4ac9732d6f2a7e1d8e0565a21f419eb5 100644 --- a/landing/lenses/017940.json +++ b/landing/lenses/017940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 44.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 44.35, + "score": 46.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 45.69, + "score": 47.39, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,15 +1539,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/017960.json b/landing/lenses/017960.json index 934f860962ba36f3f5c4692fc80bfedcafc13096..066036dfa3fa480812a123466c73bb23c5f2aefb 100644 --- a/landing/lenses/017960.json +++ b/landing/lenses/017960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,10 +1137,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1481,88 +1481,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e607cf600ce0", - "target": "017960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018000.json b/landing/lenses/018000.json index b5c16cdd50b947089d23887c2997fe72be01a86c..67cb259e566a543b5dc7cca0c6b4f85eecbf833a 100644 --- a/landing/lenses/018000.json +++ b/landing/lenses/018000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 10.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 14.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-14", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-14", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-14", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018120.json b/landing/lenses/018120.json index 8fd9339d1c3d86df9d1d5cd040d8d99eb4cda12f..4e9307ce6622864e22c2fca7eb2451706fea56f9 100644 --- a/landing/lenses/018120.json +++ b/landing/lenses/018120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,15 +1598,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/018250.json b/landing/lenses/018250.json index cbbd927e0d79f5ce2140f0504d48ea3fcf7e58e3..42c79817f642c58fee34b7d70359789ae779a2ef 100644 --- a/landing/lenses/018250.json +++ b/landing/lenses/018250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018260.json b/landing/lenses/018260.json index 8b262b819f75ada0a1e05f1fc143e34b5bdc5551..f050c1fb3954710d683f3ee84fcff71eeb31ba5a 100644 --- a/landing/lenses/018260.json +++ b/landing/lenses/018260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,88 +1545,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0a63c050753c", - "target": "018260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.645 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018290.json b/landing/lenses/018290.json index af97bd3210328d6e244af1a8df3c4df8cc554761..837f6e30cc77bf48cd4911e670153b3ad74a2bfe 100644 --- a/landing/lenses/018290.json +++ b/landing/lenses/018290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018310.json b/landing/lenses/018310.json index 6a3678916cedb822517d1f8a72c9bfafc8efeab6..b84fc97a6ec2994632604b74a32bfc910e13b182 100644 --- a/landing/lenses/018310.json +++ b/landing/lenses/018310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fbb035bab58b", - "target": "018310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.286 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018470.json b/landing/lenses/018470.json index 93a638b886e422ff48a275f8e380e9de24d7292f..b3cc80250dc1cd046de3db886aa18ab9b40062dc 100644 --- a/landing/lenses/018470.json +++ b/landing/lenses/018470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018500.json b/landing/lenses/018500.json index 5377b069172b3f4819dc54829cda08bb56cfba9f..4a8a0e1c0d621b713893285b245b0ccad66ee3da 100644 --- a/landing/lenses/018500.json +++ b/landing/lenses/018500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018620.json b/landing/lenses/018620.json index fdcd7e75d356efe353a2ba679cb6699ca93b45be..6c1899a550939d5a933e5ffcba624a36c9156c1b 100644 --- a/landing/lenses/018620.json +++ b/landing/lenses/018620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018670.json b/landing/lenses/018670.json index d33e0025c8449f1a22c389e574afe26bff7d3fd0..912aabc1aa7f878f3b8cf5fb5fb85dc6730623a5 100644 --- a/landing/lenses/018670.json +++ b/landing/lenses/018670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018680.json b/landing/lenses/018680.json index 2afd3957e3c51738cb9e6a2565e4e974640a7662..fd75f83e58cc89d63a42d60572b5c0ad79a90b3d 100644 --- a/landing/lenses/018680.json +++ b/landing/lenses/018680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018700.json b/landing/lenses/018700.json index d3753694026efa88e8803eada8e4e9d9364304d2..0274ba6f46ead468becf83e27222cd0ae8b1b713 100644 --- a/landing/lenses/018700.json +++ b/landing/lenses/018700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -139,7 +139,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -160,7 +160,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -192,7 +192,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", "status": "derived", @@ -421,13 +421,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -639,14 +639,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -799,8 +799,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -812,7 +812,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -832,8 +832,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -852,10 +852,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -890,7 +890,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018880.json b/landing/lenses/018880.json index 40ded7351b91c85a7d57718086da842835fd8be7..8ce299ed7c2acfecdf6536cdb9e65d226425335b 100644 --- a/landing/lenses/018880.json +++ b/landing/lenses/018880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019010.json b/landing/lenses/019010.json index 5c947917c196e6861090ad770cacbb80db4f80e5..42b51a5d9bcc9a4811a80b106fdf1a769589aff4 100644 --- a/landing/lenses/019010.json +++ b/landing/lenses/019010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1505,8 +1505,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019170.json b/landing/lenses/019170.json index 039ec22d4b9e47f8594e387dfc1c929511e99575..80cf16c8fc53aafed7198ddfbe79e9f05716f997 100644 --- a/landing/lenses/019170.json +++ b/landing/lenses/019170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1039,15 +1039,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,13 +1191,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,12 +1441,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8e8d3ffd6fdf", + "target": "019170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019180.json b/landing/lenses/019180.json index 80903fd1b95f0b6c348fb8c3b25494124ea0f94b..ea9a6cdd6c498bfc580e2c4708b8e50312eaf466 100644 --- a/landing/lenses/019180.json +++ b/landing/lenses/019180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019210.json b/landing/lenses/019210.json index b90667e1ffc0ebbcd7afa63c74eef7cef2d50d7b..d8bc22015da5191914b8a555c5584af2cc72b8be 100644 --- a/landing/lenses/019210.json +++ b/landing/lenses/019210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019440.json b/landing/lenses/019440.json index b7675c7514c6a19bd42af1fcb4cf775f0025edb1..e4bf90079328d8670e767391080c64637218745e 100644 --- a/landing/lenses/019440.json +++ b/landing/lenses/019440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-21", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-21", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-21", "period": "2025", "status": "observed", @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019490.json b/landing/lenses/019490.json index b445ccb26dc77cce3034a6238fb946a0a8c55570..44aa36e55a5161e88ed953aa915e6cb62dbc711c 100644 --- a/landing/lenses/019490.json +++ b/landing/lenses/019490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 219.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 200.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-21", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-21", "period": "2025", "status": "derived", @@ -1057,16 +1057,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,88 +1380,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fcec8d3411d9", - "target": "019490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2025-11-21", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019540.json b/landing/lenses/019540.json index 1c2fe6f13a8a0828741705f8c214a2eb9d206441..7baf12c6be38a427e694faa8d483807172272b65 100644 --- a/landing/lenses/019540.json +++ b/landing/lenses/019540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1630,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1648,15 +1648,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/019550.json b/landing/lenses/019550.json index 33759239e9b7cb7f44df3bb103382a4bcc4422d3..54c9667e466c0cd5e9e7a75c6bbbe6a813a656fb 100644 --- a/landing/lenses/019550.json +++ b/landing/lenses/019550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -736,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -808,7 +808,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019570.json b/landing/lenses/019570.json index e5f3108f306c7cdf22b6f58a0e7f2c134fa32bd3..930ed2507e7ba8b51e18c85e319802faafe5168f 100644 --- a/landing/lenses/019570.json +++ b/landing/lenses/019570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,17 +964,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1035,13 +1035,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019660.json b/landing/lenses/019660.json index 5534d5d3e35bab4125e145cc08ab8a09cf3c7304..f33d47850d84372d076a79504705d9a55fbcd3df 100644 --- a/landing/lenses/019660.json +++ b/landing/lenses/019660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019680.json b/landing/lenses/019680.json index 5413a3d4ec05faaf697d053d3e92cd7bd34c50df..d77f028ec7c602f1022a225dbcdfb70a2d22ca64 100644 --- a/landing/lenses/019680.json +++ b/landing/lenses/019680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019770.json b/landing/lenses/019770.json index b423cb7167655684e8a931cb190853e68d9eebb8..04a5984186228e7727494d786c708d7e3e58c665 100644 --- a/landing/lenses/019770.json +++ b/landing/lenses/019770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019990.json b/landing/lenses/019990.json index 915f79d1fcc78db60900bca773f330acd604c466..42820829b6a6195c99ff0fd4a2e468030ad6fd31 100644 --- a/landing/lenses/019990.json +++ b/landing/lenses/019990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 20.77, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 23.02, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 20.77, + "grade": "dCR-BBB+", + "score": 23.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 20.92, + "grade": "dCR-BBB+", + "score": 23.17, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020000.json b/landing/lenses/020000.json index faf94c0134a8dfde2d925eb07e8d5fc18015fe59..d9098ee39b48bcd3512a174af1578bd14983230d 100644 --- a/landing/lenses/020000.json +++ b/landing/lenses/020000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:be7fd7fa6937", - "target": "020000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.708 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020120.json b/landing/lenses/020120.json index 6c0db57cbadd82e63f6b403d55e5b25694acae9d..c41bbdcf9e5d17049a58af43099ad68f0cf95ddd 100644 --- a/landing/lenses/020120.json +++ b/landing/lenses/020120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.53, + "grade": "dCR-BBB", + "score": 22.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.58, + "grade": "dCR-BBB", + "score": 23.5, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020150.json b/landing/lenses/020150.json index 86b3c8e7d70a9b807778738307e66d6506f7a756..45cfec719267a88d720f52e01d0491c908b151c5 100644 --- a/landing/lenses/020150.json +++ b/landing/lenses/020150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d965951b0287", - "target": "020150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020180.json b/landing/lenses/020180.json index 5b8bd277b4bb1af2e91b4c3172f4d6ab5645c7e0..73c69748fab3649bfcfff6e8c573072f82938e35 100644 --- a/landing/lenses/020180.json +++ b/landing/lenses/020180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0203K0.json b/landing/lenses/0203K0.json index 8e93d755bea0d99225a0c09b23aff4458dbbba38..85d0d80490ee62ce8b396a2e2348988b669ab545 100644 --- a/landing/lenses/0203K0.json +++ b/landing/lenses/0203K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.75, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.75 + "value": -0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020400.json b/landing/lenses/020400.json index 0d036f75092d3905bb5340f04bcb089116b45655..a9351f3b749e86b007be9d69aa019a9837cff9eb 100644 --- a/landing/lenses/020400.json +++ b/landing/lenses/020400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 53.77, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 57.21, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 53.77, + "grade": "dCR-B", + "score": 57.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.16, + "grade": "dCR-B", + "score": 57.7, "assumptions": { "scenarioStress": "moderate" } @@ -906,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 76점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 26.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 243.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020560.json b/landing/lenses/020560.json index ec91d1081e69cad9cb6d37b69c14e364080e56bb..c35625820283705930551ada8d8c374b62d1321c 100644 --- a/landing/lenses/020560.json +++ b/landing/lenses/020560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020710.json b/landing/lenses/020710.json index 4da17856fd8dbeb0fbebaa66e960dfaf805b25c2..bb42e904fb50d0b7789776296aad8bc2d67212e2 100644 --- a/landing/lenses/020710.json +++ b/landing/lenses/020710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/020760.json b/landing/lenses/020760.json index 059c7ff8384f2f2d8503b2d87bc910963702cbee..ffdbf5cbd955ec85dd91396fa144d97baedadb41 100644 --- a/landing/lenses/020760.json +++ b/landing/lenses/020760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021040.json b/landing/lenses/021040.json index cfb1e80c161620dcef1d064c43162f4c48a296dc..a6cfcbe542d74a6991c0fd89eb39b88bef2dc5bd 100644 --- a/landing/lenses/021040.json +++ b/landing/lenses/021040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021050.json b/landing/lenses/021050.json index fd9df5421a0527d625ce6ed8bdcf1e7b47a3db1d..acb61222ead4abc68ef784b6a2b2925802c9353d 100644 --- a/landing/lenses/021050.json +++ b/landing/lenses/021050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/021080.json b/landing/lenses/021080.json index c0597243c9e81f85f13763bb3c29759ddda645af..d3cb9b0084ab1cf0c8999a6565a44c82ec1099e0 100644 --- a/landing/lenses/021080.json +++ b/landing/lenses/021080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -935,8 +935,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -955,8 +955,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021240.json b/landing/lenses/021240.json index df9c5561a1359f19b36b268b018de5d28b27ba53..c6b57f7f55f526fba775460a844c6a07f03c3972 100644 --- a/landing/lenses/021240.json +++ b/landing/lenses/021240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021320.json b/landing/lenses/021320.json index 2b03c0a2662a069b2514433171dd9103b1c972eb..be596ffb5d7fc3eba95708d4506edc761fe3709a 100644 --- a/landing/lenses/021320.json +++ b/landing/lenses/021320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021650.json b/landing/lenses/021650.json index 742301ba301a787968aeebb9dd7a15962c29b41c..bb3c21c0329f64a5567b8592935d4f7f3066f6f6 100644 --- a/landing/lenses/021650.json +++ b/landing/lenses/021650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021820.json b/landing/lenses/021820.json index 78f9fd0bfc81e28c705609b6c75944e36b0ff7be..604feb848637bc6555af00665831eadc11ba02d2 100644 --- a/landing/lenses/021820.json +++ b/landing/lenses/021820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021880.json b/landing/lenses/021880.json index 63f58d93149b775f6cf37c19120982e06382754b..967fdfc786fd98e1054722399f45e32472da66c3 100644 --- a/landing/lenses/021880.json +++ b/landing/lenses/021880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -384,13 +384,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -490,14 +490,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -617,10 +617,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -636,10 +636,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -659,7 +659,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -667,7 +667,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0218L0.json b/landing/lenses/0218L0.json index ee96ad40b056218af115b54a0466126bf4a857d6..a4fffc6558807e9afb732b821c09ed6e1cb6f5b3 100644 --- a/landing/lenses/0218L0.json +++ b/landing/lenses/0218L0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/021960.json b/landing/lenses/021960.json index 52bc694f2aa6ffe8f1020ffc43463044c93808f8..2e88e934b31e95b31147805ab644a70174af8376 100644 --- a/landing/lenses/021960.json +++ b/landing/lenses/021960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0220W0.json b/landing/lenses/0220W0.json index bad7ce83cd842914bd652f148eab7b954cbb5b61..bba1655dd441729993260ca3a847e0dc11695004 100644 --- a/landing/lenses/0220W0.json +++ b/landing/lenses/0220W0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/022100.json b/landing/lenses/022100.json index 4549b9e9aafb10412a0ec17633cf4943b2c4f1d3..4a0a2558aa853b194de99a0168aa556d881c8f27 100644 --- a/landing/lenses/022100.json +++ b/landing/lenses/022100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-AAA", - "summary": "dCR 위험점수 2.80, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 3.80, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AAA", - "score": 2.8, + "grade": "dCR-AA+", + "score": 3.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AAA", - "score": 2.97, + "grade": "dCR-AA+", + "score": 3.97, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.0, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022220.json b/landing/lenses/022220.json index 2e98d3a747848687869a7a99d2978194872b364f..95b960d1e6b1dd18f38aa8771db0c05bfc41e14f 100644 --- a/landing/lenses/022220.json +++ b/landing/lenses/022220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.9, + "grade": "dCR-BB", + "score": 39.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.3, + "grade": "dCR-BB", + "score": 39.47, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-22", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1212,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1248,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1294,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023000.json b/landing/lenses/023000.json index 48067f1dac131e91bdcd13bc97f7694a0e5ab80c..29786d60c8adcd92d5f428834823ea67cf6b4973 100644 --- a/landing/lenses/023000.json +++ b/landing/lenses/023000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1118,7 +1118,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023150.json b/landing/lenses/023150.json index 7d2b1ceb928554a6364f4894863a248fb8afe971..ad840d44d7e41d4b8e09cda5d63f405c4c5ed218 100644 --- a/landing/lenses/023150.json +++ b/landing/lenses/023150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 43.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.57, + "score": 43.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.85, + "score": 45.06, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1503,88 +1503,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:985d8891a86c", - "target": "023150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.757 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023160.json b/landing/lenses/023160.json index edef026e19f468cc8a889b50d11708c19ed38aed..1550ca4ef0693ac40f8dd4ff87e20444e93e5187 100644 --- a/landing/lenses/023160.json +++ b/landing/lenses/023160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023350.json b/landing/lenses/023350.json index 6c912eb3c51fe1b6d68cbf9decd0b978d8dc94f9..1f1f445d0d9d5f27890f93c2582240c9a209278d 100644 --- a/landing/lenses/023350.json +++ b/landing/lenses/023350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023410.json b/landing/lenses/023410.json index 9e1c4e8109bd3886e5a3888bf08dd38600073e0a..9b4ef80c36b500d31842c63d6e66bbe9773b578c 100644 --- a/landing/lenses/023410.json +++ b/landing/lenses/023410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023440.json b/landing/lenses/023440.json index 27705572a7050e529bd5d0c49dd5891f71ac588a..f6a98b9191e7ad47ec54c38608e9d4abbbb49fcf 100644 --- a/landing/lenses/023440.json +++ b/landing/lenses/023440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 83점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.48%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023450.json b/landing/lenses/023450.json index d9ac28a68c00e833ff6b1361a513d73ba250e69c..836948bc38af5d7b785aedc641f9a99ae2c340d6 100644 --- a/landing/lenses/023450.json +++ b/landing/lenses/023450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023460.json b/landing/lenses/023460.json index a490a97ce133c128d08c9a6b8652f1366c717a99..a6bd2f0c699f6ce6e7ee9d73ed6b3715ca7bc97d 100644 --- a/landing/lenses/023460.json +++ b/landing/lenses/023460.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/023530.json b/landing/lenses/023530.json index 975ec60779fcb3ea0681d3e610f9d17b2d5014d6..88e9d05609ed5b7604d344a910b202be2d3438ee 100644 --- a/landing/lenses/023530.json +++ b/landing/lenses/023530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:304df9125de8", + "target": "023530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.535 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023590.json b/landing/lenses/023590.json index b64272994b3339ddfde6c030b541e773c104d90a..1e894c571b4de1961b89d62b3e11d7f7ac24ef55 100644 --- a/landing/lenses/023590.json +++ b/landing/lenses/023590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1502,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,8 +1520,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023600.json b/landing/lenses/023600.json index abfd705b2c7ac40b3ea2dd8224e1b886eb2a958c..f15ad6ec056451a73949e0084f0f38bd3b5d0156 100644 --- a/landing/lenses/023600.json +++ b/landing/lenses/023600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023760.json b/landing/lenses/023760.json index 99a25e3e3260186411c2c1d9bb73ea87d0f5f126..05e3ede8d48ba59cc8f5d283d996fce3084b82a7 100644 --- a/landing/lenses/023760.json +++ b/landing/lenses/023760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -603,15 +603,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -682,17 +682,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -755,13 +755,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -770,7 +770,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1078,12 +1078,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:54fb84337968", + "target": "023760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023770.json b/landing/lenses/023770.json index 3557f30e2392f47536c5894e2104d2ffd439c000..49a3ce0929fe622d86e2c87327963a05c19de9cf 100644 --- a/landing/lenses/023770.json +++ b/landing/lenses/023770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023790.json b/landing/lenses/023790.json index af2cb8729413399c67f3eb0e78ca20a2734f5aa5..3a50b86da1cc4ab8040b02663b631a9104267386 100644 --- a/landing/lenses/023790.json +++ b/landing/lenses/023790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 96.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 93.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023800.json b/landing/lenses/023800.json index 51dfee12c18c7e2616ae4c400068239e9fdf0767..4b98095d2fe54bde98a334fa79fe7b8a12e54d60 100644 --- a/landing/lenses/023800.json +++ b/landing/lenses/023800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023810.json b/landing/lenses/023810.json index e0ea81c0b91b16a813b5e4bb0667f1239ad5fbf6..c0662502971b898079cf209e6c6e05bcfdfe694a 100644 --- a/landing/lenses/023810.json +++ b/landing/lenses/023810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023900.json b/landing/lenses/023900.json index 15c8bb9ec38b4f2df923386c72f4678cd48dd5f8..900fc82dbd6f5e612861732985462a91440ae9e0 100644 --- a/landing/lenses/023900.json +++ b/landing/lenses/023900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/023910.json b/landing/lenses/023910.json index bcb9e94c7ce5ee7fd5a2e7171a2b6f01a12b338f..1fd765d7f69951debb52c957275a8fab0233fde0 100644 --- a/landing/lenses/023910.json +++ b/landing/lenses/023910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023960.json b/landing/lenses/023960.json index 8d1fbed349ef47d7b87eed24eff1ac4bb199678e..3b1b8053a1e8d1115608a87a75d807317f0e96e9 100644 --- a/landing/lenses/023960.json +++ b/landing/lenses/023960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024060.json b/landing/lenses/024060.json index 3c4f7edbe8fa4ebbb5371fbebac3f38314b896c8..3f2a5100b15dd49b57a9cfcef6634c5f9ccb0087 100644 --- a/landing/lenses/024060.json +++ b/landing/lenses/024060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024070.json b/landing/lenses/024070.json index 76327485e0340b7d4d0e8f77a37ad0722d405658..86905ca816cbb7d2d8050e04029c351c9c82f147 100644 --- a/landing/lenses/024070.json +++ b/landing/lenses/024070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024090.json b/landing/lenses/024090.json index c604286459accf3507a4e0ff98778d5bcbe5e8fb..78f729ca48a746c70539528746a2a3b92fd5064f 100644 --- a/landing/lenses/024090.json +++ b/landing/lenses/024090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024110.json b/landing/lenses/024110.json index 20622593a9efb3dfe0363dfe41f78bcaca292115..ad44124b9c79a880c36e408e4d701acfc7defa86 100644 --- a/landing/lenses/024110.json +++ b/landing/lenses/024110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024120.json b/landing/lenses/024120.json index 9ba6f41ddc41c07e344970d495d72e312cc1c281..d10a8182c384ebd9d09dc522d52cc0b0645530e2 100644 --- a/landing/lenses/024120.json +++ b/landing/lenses/024120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024720.json b/landing/lenses/024720.json index 9306c70594595d3488a447ce6642aae8b7abd7c3..0acf8bb0c23adca376d71e23b4700ae0fdf5bb6d 100644 --- a/landing/lenses/024720.json +++ b/landing/lenses/024720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024740.json b/landing/lenses/024740.json index f5c46e23e86e3b5177c26dc7760d70a7e8d7a919..65f6f076e9e308b6b5fe0f0c557fd2760425e068 100644 --- a/landing/lenses/024740.json +++ b/landing/lenses/024740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024800.json b/landing/lenses/024800.json index 28b2f741f6967e5ababa0d9bfe5282285085eac6..ab5c0e474bd283acedf29ea9f34e397b61561507 100644 --- a/landing/lenses/024800.json +++ b/landing/lenses/024800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024810.json b/landing/lenses/024810.json index 07b9201e5eec40c84c569a9cd2af5ed3ef10900d..e6228107956ef06cc3c14ba381ad7546208f87c8 100644 --- a/landing/lenses/024810.json +++ b/landing/lenses/024810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024830.json b/landing/lenses/024830.json index 4c91e76ad58798115db8fc11bb98015135f44bdf..cab8bd5443665741eff4c1e7b035842a0bc89895 100644 --- a/landing/lenses/024830.json +++ b/landing/lenses/024830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,10 +1155,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1173,10 +1173,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024840.json b/landing/lenses/024840.json index f2d53f72e78a73281625d3a366a64e4c58234d1d..ddda538f97c1c525a231e1ff8b90f191a0e8ea13 100644 --- a/landing/lenses/024840.json +++ b/landing/lenses/024840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024850.json b/landing/lenses/024850.json index 8a0c0ffa064e9f9ec74c3960bb6252d6ca876ff1..cfd6796c7192da07083b9c64a6abcbe02d65f78f 100644 --- a/landing/lenses/024850.json +++ b/landing/lenses/024850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024880.json b/landing/lenses/024880.json index d4d83789d1e995f3157ea6ee86c75a2d3e190684..c046febf385e8db74b5af9f196c9067197b963b4 100644 --- a/landing/lenses/024880.json +++ b/landing/lenses/024880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024890.json b/landing/lenses/024890.json index 11e6d6d510148d3a1559672f7e601a74585dd367..faabd44d64748647483ad60d9f9af97fd3c8fafc 100644 --- a/landing/lenses/024890.json +++ b/landing/lenses/024890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 27.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 26.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,88 +1508,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:92a756012b11", - "target": "024890", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024900.json b/landing/lenses/024900.json index 5f8b24aee0b93550ffb58083305b1c8d0fed4c0b..1015512e265b588575487adac8533ca9337438a0 100644 --- a/landing/lenses/024900.json +++ b/landing/lenses/024900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024910.json b/landing/lenses/024910.json index ea458f2ae374d9e05eddb9cf547604d41f88285e..bc413e97ce781849d81c75b8996ffb39cf14e0ab 100644 --- a/landing/lenses/024910.json +++ b/landing/lenses/024910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024940.json b/landing/lenses/024940.json index 100f0023a3648fb37b0d65222d8748ae6a330875..6174926e961e6955437f2bad9da5a6de8cc9f199 100644 --- a/landing/lenses/024940.json +++ b/landing/lenses/024940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024950.json b/landing/lenses/024950.json index a7dc553d798db2ad4cc945598e41b959c7e48616..4cb5cfd94337adc7e9b1c54e7d975499c70dd282 100644 --- a/landing/lenses/024950.json +++ b/landing/lenses/024950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1501,88 +1501,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1b51f887865d", - "target": "024950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.364 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025000.json b/landing/lenses/025000.json index b84e49832944feaad60b5074e129d634f7bd7122..fd72362bf830647a93c265d718d21e3b7602ff04 100644 --- a/landing/lenses/025000.json +++ b/landing/lenses/025000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025320.json b/landing/lenses/025320.json index 952bc2f2517504820b79465fa3a73d8f7e93c8c8..2e708e6c77647b62eeaf0fb4110d44b353eeba66 100644 --- a/landing/lenses/025320.json +++ b/landing/lenses/025320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025440.json b/landing/lenses/025440.json index b67720dc41da5e184f8e81a753a865ea46e0587c..89a1ebcdef0eee2816a7be6ddda356cbfc5c307b 100644 --- a/landing/lenses/025440.json +++ b/landing/lenses/025440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025530.json b/landing/lenses/025530.json index 794c2dbf4174f64bf6de9ea77a7e77c598412798..38d6b252150d2026d5e7a6d6c82e5e3b52c84d02 100644 --- a/landing/lenses/025530.json +++ b/landing/lenses/025530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025540.json b/landing/lenses/025540.json index e4cb82a1792a4c3c7033db1eee85c0836f57d793..dfa87ef3cc30e7499326ad17088bcb19da02e54e 100644 --- a/landing/lenses/025540.json +++ b/landing/lenses/025540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025550.json b/landing/lenses/025550.json index c4b985e416b5ce4f7427fbc603fed3ac2dc3ffeb..e402767da708494d6442677107e4411e687648fc 100644 --- a/landing/lenses/025550.json +++ b/landing/lenses/025550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,8 +1462,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025560.json b/landing/lenses/025560.json index ee4dd88aacf2b7e4e7005885d89e0298f446b7f3..ff442c29ba6d49fa325a2ca71e98c703cabd0263 100644 --- a/landing/lenses/025560.json +++ b/landing/lenses/025560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025620.json b/landing/lenses/025620.json index e0842a12e6494594d98ad4ff85b8652d25db194f..6249a0610e2c6c800834019b3ac35a62e21fc578 100644 --- a/landing/lenses/025620.json +++ b/landing/lenses/025620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025750.json b/landing/lenses/025750.json index 54efbe47f3cd549bfd0c751e81db5756509cd8f6..cf7ba861f38656cf617c378297ad950c5be265a6 100644 --- a/landing/lenses/025750.json +++ b/landing/lenses/025750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025770.json b/landing/lenses/025770.json index eff08807be3b4b9ca2ec350130771b03f154c051..aab47d47238b647eac40e5c7e52e02187800f871 100644 --- a/landing/lenses/025770.json +++ b/landing/lenses/025770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1490,7 +1490,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1512,7 +1512,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1530,8 +1530,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025820.json b/landing/lenses/025820.json index b5d6cc80b5e2c08756b176b89a2e6bce9a862094..bc86457654f220559dfb48042b47206978ad00f6 100644 --- a/landing/lenses/025820.json +++ b/landing/lenses/025820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025860.json b/landing/lenses/025860.json index e4daccf17d5b2a1153e54b1d94ac4d2b253c048d..05d07d26dbe83dd775acacbb7192f00eb1fe2a68 100644 --- a/landing/lenses/025860.json +++ b/landing/lenses/025860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,15 +1598,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/025870.json b/landing/lenses/025870.json index 0cd46eaa42179b1008c8589565b98770276b81ae..4268d48599941f27b5e4ee63e07dc883a9706b07 100644 --- a/landing/lenses/025870.json +++ b/landing/lenses/025870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 72.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 74.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025880.json b/landing/lenses/025880.json index 765bda824445d8c758c446550f28e727fad996ef..cb1ad3d8a18077e13f6a14ad94453baffd270542 100644 --- a/landing/lenses/025880.json +++ b/landing/lenses/025880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1599,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/025890.json b/landing/lenses/025890.json index 3dc1ec5072e376b16c583c9985cee1227e17e513..83bca77625b270a5390f84ca23255eb1d9930a0a 100644 --- a/landing/lenses/025890.json +++ b/landing/lenses/025890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,10 +1173,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025900.json b/landing/lenses/025900.json index 96511e58e36fcef9e953bc9753c27ed6b936e5a3..a8943ce4d06339e55fac43f76cfe0d3add8a521b 100644 --- a/landing/lenses/025900.json +++ b/landing/lenses/025900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1155,8 +1155,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1191,7 +1191,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1247,10 +1247,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1266,10 +1266,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025950.json b/landing/lenses/025950.json index 5fd0d8a1c22b3bad3e1ca1cc3027a184efbb6226..e5a86077e5a14c47ca10f26462b840b4d9ac0c7c 100644 --- a/landing/lenses/025950.json +++ b/landing/lenses/025950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025980.json b/landing/lenses/025980.json index b4ed2b39cf6e3aaea41d41ee4bbd6214ccfdd0fc..a1095b6c89b69a372e75d1ff72afcbae4a9c382a 100644 --- a/landing/lenses/025980.json +++ b/landing/lenses/025980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 21.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 23.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 73.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026040.json b/landing/lenses/026040.json index 5321457c6867dc48abe5098338eb7eadeb9600df..e55dd9bed2ba6dc451ee3fa78360ba1e37a06dca 100644 --- a/landing/lenses/026040.json +++ b/landing/lenses/026040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026150.json b/landing/lenses/026150.json index 2f8fe8392c6041324407fc4e236b90d0a5ddc7a2..3be314dbd38731e4f9f647bf793b35e5a05afe39 100644 --- a/landing/lenses/026150.json +++ b/landing/lenses/026150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026890.json b/landing/lenses/026890.json index b7e36d875433c9da08ea1693dfd4f968121ca304..4d89b1ee0352d4475907bff3ef2face4aebab45d 100644 --- a/landing/lenses/026890.json +++ b/landing/lenses/026890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026910.json b/landing/lenses/026910.json index fe77c6c26bd3b26a110139c1ed4057b65cc18896..1b129aa8d40040aabc990d3c1c1ad29679bcdd12 100644 --- a/landing/lenses/026910.json +++ b/landing/lenses/026910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026940.json b/landing/lenses/026940.json index d072a97317f02d95b24f2547e19ce70c143c2165..9b169055e476416df94f128db151d09172fd0819 100644 --- a/landing/lenses/026940.json +++ b/landing/lenses/026940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026960.json b/landing/lenses/026960.json index ac4133ffbffd1a181294af5a03b845c2435a4931..e23d2a385591d123348eb81faf6f908396c4b964 100644 --- a/landing/lenses/026960.json +++ b/landing/lenses/026960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027040.json b/landing/lenses/027040.json index d3fd4eb35781be1a1ef7016e5be53e8527192b76..8d007c9d160415c366ab4bde53ef805a1deecba9 100644 --- a/landing/lenses/027040.json +++ b/landing/lenses/027040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027050.json b/landing/lenses/027050.json index a5e0b50ff0e0d179284028ae1bbd531a35fd7a27..5eb0cb9911a9f321adb1e98342ad6fc2351e391d 100644 --- a/landing/lenses/027050.json +++ b/landing/lenses/027050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027360.json b/landing/lenses/027360.json index a16a957dd929e853dcd9e236fd26cc7524253106..f31d24581b7d6ca4a3c2fe4c6a50aa9c05e0d78b 100644 --- a/landing/lenses/027360.json +++ b/landing/lenses/027360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027410.json b/landing/lenses/027410.json index 8a4f51cbdbdb9cc38ae9b23805f4fac74c82c089..37a27e8d5782a115703168d5f98462b8a4c61c4c 100644 --- a/landing/lenses/027410.json +++ b/landing/lenses/027410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027580.json b/landing/lenses/027580.json index e29dab1a5ab2c0f4699d8b7b4a61dd695216dd70..1fba88dbdef1982e94d74566894f9c4cede5ffc9 100644 --- a/landing/lenses/027580.json +++ b/landing/lenses/027580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027710.json b/landing/lenses/027710.json index aa254306bfdf2c8cd2cd95ab351f2c9a2cb6a685..2789612e2e5ad0f8526c66f6fe36f7d74702a29b 100644 --- a/landing/lenses/027710.json +++ b/landing/lenses/027710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027740.json b/landing/lenses/027740.json index e07e63941a56898cc72911ff71d2494d5cbcbaff..510760489b3624b953d5895e45b1e564273a9796 100644 --- a/landing/lenses/027740.json +++ b/landing/lenses/027740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/027830.json b/landing/lenses/027830.json index e699d076d50afa8a68da67d59f264901400641f8..710ff0e183c1bae13d24b4728f9d480303983b62 100644 --- a/landing/lenses/027830.json +++ b/landing/lenses/027830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -522,14 +522,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -681,7 +681,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-16", "period": null, "status": "derived", @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-16", "period": null, "status": "observed", @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027970.json b/landing/lenses/027970.json index badbcd6f59b3d03c715cbaa6d8eafa14b4910902..fa5dca12c7cccf7fa4dc9374d68e49f852568d3b 100644 --- a/landing/lenses/027970.json +++ b/landing/lenses/027970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028050.json b/landing/lenses/028050.json index dbde6d67767acc510925e8e903de1285d1cb2a70..0da9431db907a460d494c0fe1d2d5a6c81702aae 100644 --- a/landing/lenses/028050.json +++ b/landing/lenses/028050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028080.json b/landing/lenses/028080.json index 256cb2d88b8c40f651483d83853b02ae47d23cf8..3f41bd4128408c851aab2406a180d164beeb2381 100644 --- a/landing/lenses/028080.json +++ b/landing/lenses/028080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.65%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,7 +1505,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", diff --git a/landing/lenses/028100.json b/landing/lenses/028100.json index baad956a12174257774e7793a6cf132d44fa8ec2..775dd885fe1d8a9b8426192f555762442b1f5812 100644 --- a/landing/lenses/028100.json +++ b/landing/lenses/028100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028260.json b/landing/lenses/028260.json index 2c44f6547c3641f1dd22f54376e3324e9db7ac5a..c09002004081738ca43e79dff96b26e791605a54 100644 --- a/landing/lenses/028260.json +++ b/landing/lenses/028260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/028300.json b/landing/lenses/028300.json index 0d359641b7b9d02126201c77814b96a2e233f909..3cf141709433f5c0321e613a4ce8b5d56a69f84e 100644 --- a/landing/lenses/028300.json +++ b/landing/lenses/028300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028670.json b/landing/lenses/028670.json index a9aa114bb63eba5e69896da185cfd4fa823a44c4..a388defd4849e5f4f3d935aebe634fe229426efd 100644 --- a/landing/lenses/028670.json +++ b/landing/lenses/028670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029460.json b/landing/lenses/029460.json index 549beee077885633f2f3256b73923d865cde6c45..bff68fa8af0219f3b9c3ccd89de12262f2273ed1 100644 --- a/landing/lenses/029460.json +++ b/landing/lenses/029460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.77, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.77, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.77, + "score": 4.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.15, + "grade": "dCR-AA", + "score": 5.15, "assumptions": { "scenarioStress": "moderate" } @@ -849,6 +849,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -933,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1151,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029480.json b/landing/lenses/029480.json index 1a00fe9485e74de3492c5aea2ea95658d0516d3e..d496c74fbfa3ecf9695acc310820f5371f1afcd1 100644 --- a/landing/lenses/029480.json +++ b/landing/lenses/029480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029530.json b/landing/lenses/029530.json index f09d0cc06d7f7180e23a1e3e5e65e5b60a9189f8..545d8538c638ca54191527347ef8a2ef57bed5b2 100644 --- a/landing/lenses/029530.json +++ b/landing/lenses/029530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029780.json b/landing/lenses/029780.json index 531c972bb95ae328107fdc83b9a6da2db92d158c..f259f98263b6188a609049686e2098c3c761d816 100644 --- a/landing/lenses/029780.json +++ b/landing/lenses/029780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029960.json b/landing/lenses/029960.json index 3da7386e446cda63ac8179e368db4a1b59a81990..a714ef4690ec12fc3c5a11af6887193ff41b05cf 100644 --- a/landing/lenses/029960.json +++ b/landing/lenses/029960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030000.json b/landing/lenses/030000.json index 8a8fbd2a80204cacd39d2bc544e061be35864c26..f048584bf00e16ec30c4744d84254779170d9ac0 100644 --- a/landing/lenses/030000.json +++ b/landing/lenses/030000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030190.json b/landing/lenses/030190.json index a12a7b6b9c654ac4eb345295f013f707dbd1d132..5400ffed89d4a72645f75ef81e2fa2d93ed4a718 100644 --- a/landing/lenses/030190.json +++ b/landing/lenses/030190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030200.json b/landing/lenses/030200.json index 38ae3c5ff97296c9e6fec0b7f58fcb3f670fd29a..4c38f37188ca30d9ec9e64ec71b3cb0b0ccb542c 100644 --- a/landing/lenses/030200.json +++ b/landing/lenses/030200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,13 +910,13 @@ "reasons": [ "중대형기업 (매출 28조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "시가총액 13조" + "시가총액 12조" ], "monotonicGate": "A+" }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9420a035ba20", - "target": "030200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030210.json b/landing/lenses/030210.json index cc79e35301a6cde0f0be4419240b4c4f4959df6f..f74489b58bae4701f2bf0dddf43dad8250d222f0 100644 --- a/landing/lenses/030210.json +++ b/landing/lenses/030210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -423,13 +423,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -529,14 +529,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -656,19 +656,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -689,8 +689,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -702,7 +702,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -735,17 +735,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -780,7 +780,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -814,7 +814,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -823,7 +823,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -855,10 +855,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,7 +878,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1101,88 +1101,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4331592d7238", - "target": "030210", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030350.json b/landing/lenses/030350.json index 9b8c643e5013c477675ffba1828f2cdd4fb3db0b..2a2c280a2d09022ca965e7daa9078cb0e33812d1 100644 --- a/landing/lenses/030350.json +++ b/landing/lenses/030350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030520.json b/landing/lenses/030520.json index 94f73a58ee474de1661bfda53c97fd6c5a98b0a0..85b9422f71fe5e7ebe72b44ee7448de048c68332 100644 --- a/landing/lenses/030520.json +++ b/landing/lenses/030520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030530.json b/landing/lenses/030530.json index d9f389562aefdea2d363c87e729e1f71accdef73..55add256c6ebf03edc98e1f53eb3cd07bae1d2ef 100644 --- a/landing/lenses/030530.json +++ b/landing/lenses/030530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030610.json b/landing/lenses/030610.json index 8dc477b3d91bd79d109ad14be70197cd4098b6b0..e4b853a1d3a47dfafb358741bd681d6c26397c48 100644 --- a/landing/lenses/030610.json +++ b/landing/lenses/030610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,88 +1139,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0d5b31c61a51", - "target": "030610", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030720.json b/landing/lenses/030720.json index fa81828f7a0aff348c06a6676f7a1ffbf96a9692..fb6e80150bd7b4dacd2e00891bb440f2b612dd02 100644 --- a/landing/lenses/030720.json +++ b/landing/lenses/030720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030960.json b/landing/lenses/030960.json index a9d229c14bc5a1958310db15f7fe5b645b900055..f4b28cded002598f5fd80e572f63030bf6ea390e 100644 --- a/landing/lenses/030960.json +++ b/landing/lenses/030960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,10 +1213,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1231,10 +1231,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031210.json b/landing/lenses/031210.json index 839077a0c9aca093e4c5ecc5d98da0ae8de8a2f3..5b2e82a07b8ba22e70447ccaf38dad1ebea420ac 100644 --- a/landing/lenses/031210.json +++ b/landing/lenses/031210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031310.json b/landing/lenses/031310.json index dbae6628599291a6337ce6cfd470e7fc4fb522dc..f1d5cf30a2e7461c4b11c1813f9a455866310d79 100644 --- a/landing/lenses/031310.json +++ b/landing/lenses/031310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031330.json b/landing/lenses/031330.json index 36a06ae8192c257a44ad6942017d52fa46731819..abea0b49cf38ef5d2dc08d29dee5ad8250180490 100644 --- a/landing/lenses/031330.json +++ b/landing/lenses/031330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/031430.json b/landing/lenses/031430.json index d856bca93fcbaa5b858f426837fe2783016ca49b..4c6ea92d23682ea03dacf06e3c73ea8e5b6bd10e 100644 --- a/landing/lenses/031430.json +++ b/landing/lenses/031430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,15 +1063,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,88 +1512,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3ca62fcc9b6a", - "target": "031430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/031440.json b/landing/lenses/031440.json index 3b3e2578ad4fcf0cbef091355b2f9fac3f33f70c..b17223b78f845128383c2abd8f4399a9adaa28ed 100644 --- a/landing/lenses/031440.json +++ b/landing/lenses/031440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/031510.json b/landing/lenses/031510.json index d7df52348c5bf0040b53f7686b52d120e8e5c5a7..59f2a70a39a1825c7633ade66ae1bebc5f6809b1 100644 --- a/landing/lenses/031510.json +++ b/landing/lenses/031510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031820.json b/landing/lenses/031820.json index 04fe407b69ab1c213d520fd6c6562139ac1f9714..1ddf86db9f1f4395922f9e76254149402e3c5825 100644 --- a/landing/lenses/031820.json +++ b/landing/lenses/031820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/031860.json b/landing/lenses/031860.json index 7dad46c21ce4ada83a7fb6e4bda5fe95c2d80048..264fa94f2a0688ad43a13695365ee9df7ac4d0f2 100644 --- a/landing/lenses/031860.json +++ b/landing/lenses/031860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 20.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 22.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031980.json b/landing/lenses/031980.json index 1ff123ee1ca8365e218e4c3fe577032ee29e7cd1..0c4a35caf4ecc0531fa7fae9cbbb1ede3bc3da89 100644 --- a/landing/lenses/031980.json +++ b/landing/lenses/031980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031990.json b/landing/lenses/031990.json index d274e9c328ac04f625bf86ff6ae56855e604c9db..dc671c4949502b06fd777c094b6f10310ae1a166 100644 --- a/landing/lenses/031990.json +++ b/landing/lenses/031990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1028,10 +1028,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1046,10 +1046,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032040.json b/landing/lenses/032040.json index 18fd448b727837795d556a87c4105ba0de2f8ab8..c2c66408089aea36127f6af67a70b8d7238f8efd 100644 --- a/landing/lenses/032040.json +++ b/landing/lenses/032040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032080.json b/landing/lenses/032080.json index 66beb0ebc0fc19c5593b3d9c39f0e79ffd49ed10..1758e811fb228a1fae2cc8df83697a5042105786 100644 --- a/landing/lenses/032080.json +++ b/landing/lenses/032080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032190.json b/landing/lenses/032190.json index 7625a264bb2fbf3dfdb44efd5a51cbd9a72d5f04..f27fcf89fa80c2422bedc539c0f8b13ec2c35f4f 100644 --- a/landing/lenses/032190.json +++ b/landing/lenses/032190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,10 +1291,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1309,10 +1309,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1363,7 +1363,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1687,7 +1687,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1709,7 +1709,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1727,8 +1727,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032280.json b/landing/lenses/032280.json index 8db5ba8b57ac1c906b7dc0717c1846f973bf4a05..327735a242429701a927e4e4dd473bd1a3d917c3 100644 --- a/landing/lenses/032280.json +++ b/landing/lenses/032280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032300.json b/landing/lenses/032300.json index 8f3e0f547d16d8d3bc682528af5f2119bd694a70..6bd0907291ac7943b5954cb7e3bcd5906302ac6c 100644 --- a/landing/lenses/032300.json +++ b/landing/lenses/032300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1050,10 +1050,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032350.json b/landing/lenses/032350.json index cd7726bf6be4b62a2ad275ebb1d4bd9d1c95cddb..1bbc93662c45655766964374b5a39a0a677742d2 100644 --- a/landing/lenses/032350.json +++ b/landing/lenses/032350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032500.json b/landing/lenses/032500.json index 38641e715aec67f35d7dbc5c789fbf22ff7e27a7..b90bb9bbc71cf70cf6e8ce012559c13d70d88df0 100644 --- a/landing/lenses/032500.json +++ b/landing/lenses/032500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032540.json b/landing/lenses/032540.json index cfccec252c97d45e93591d12eab59222e00e0804..e647ea54ff669b964c33bf01066ae54d8567b4ac 100644 --- a/landing/lenses/032540.json +++ b/landing/lenses/032540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032560.json b/landing/lenses/032560.json index 1bc44c9e8d28a5065e09235c3ab0a3071de023e0..c0c4dc7d76055b614dc6604e0085eb7985959ee9 100644 --- a/landing/lenses/032560.json +++ b/landing/lenses/032560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032580.json b/landing/lenses/032580.json index 1380eb489f6866c8ba931057e189dfbd313c8975..b48f4e0588cbd5ca75f9150720d629d58b1358c2 100644 --- a/landing/lenses/032580.json +++ b/landing/lenses/032580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032620.json b/landing/lenses/032620.json index 82f48a1605a07a82669e16ea6a65f754214e8e9f..eb81fd5612217c47e9ff94d51cf7fd32678f6d28 100644 --- a/landing/lenses/032620.json +++ b/landing/lenses/032620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/032640.json b/landing/lenses/032640.json index fdd72b3bed09a606a66bbbcfc5573f94eb5a349f..445e032ffb9ee05ab55d3b381946069e2cf5fd31 100644 --- a/landing/lenses/032640.json +++ b/landing/lenses/032640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032680.json b/landing/lenses/032680.json index eaff95b1a06b0740688d11ee9460992a6eb35fb0..82cbda3c960593632cb5b5560b2c5eeec289684e 100644 --- a/landing/lenses/032680.json +++ b/landing/lenses/032680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032710.json b/landing/lenses/032710.json index e4bcf26bfa463bc082852cc3735729b7116a4dcc..407bdb26c952f87d364c37f1a92f3c940a8ac26c 100644 --- a/landing/lenses/032710.json +++ b/landing/lenses/032710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032750.json b/landing/lenses/032750.json index f4b8258faff2b248c2eda4007912b7e825445fa7..a318ea0269cd29ff39ac7552defc1ec0dc79392e 100644 --- a/landing/lenses/032750.json +++ b/landing/lenses/032750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1a8a1205b8fe", + "target": "032750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.498 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032790.json b/landing/lenses/032790.json index 3fe4f02a462cd18b5649488c400a99929a9cb901..5ee8af225356f0fda6b55bd4502e279795c122b2 100644 --- a/landing/lenses/032790.json +++ b/landing/lenses/032790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,12 +1466,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3aab4f26c606", + "target": "032790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032800.json b/landing/lenses/032800.json index 32c769957cdce1352f996b236089685ada322641..f3faea2f64aad24bd5bdf48294aa21c4934ab5c1 100644 --- a/landing/lenses/032800.json +++ b/landing/lenses/032800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032820.json b/landing/lenses/032820.json index 631d70ac321c017ea476c86955d2fb5824966f89..cccc0cd18bdbab5d491dbc33de73d4a60ca202b9 100644 --- a/landing/lenses/032820.json +++ b/landing/lenses/032820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032830.json b/landing/lenses/032830.json index ebf11b53576eb03b72865cbf6fae45234a31186e..44e320377cc8652430420b98c1a6ff913b5ad578 100644 --- a/landing/lenses/032830.json +++ b/landing/lenses/032830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -542,14 +542,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -715,7 +715,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,8 +757,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1167,7 +1167,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1185,8 +1185,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032850.json b/landing/lenses/032850.json index fad45dfe6da6914d85103ec59e7e509ffd86cfbf..26d7fe5f29d49188f70cbfff8059d63766e0e0fe 100644 --- a/landing/lenses/032850.json +++ b/landing/lenses/032850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032860.json b/landing/lenses/032860.json index c3d8d50c9b4a55aa8c0edf38e5ed1e5baaf77708..fa3309ccac48a7d0f6f66ca1036e32335508bb65 100644 --- a/landing/lenses/032860.json +++ b/landing/lenses/032860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032940.json b/landing/lenses/032940.json index fcd6920ddd8113903f0e362b70dbc3a95989ed60..eeb37d2809b666349d13ca1711e32c0da9a417bb 100644 --- a/landing/lenses/032940.json +++ b/landing/lenses/032940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032960.json b/landing/lenses/032960.json index 80a2080fce3a1fcc98c03e10f0b071da30a67dfb..c9f9af686e46287f2452a2612749f6059af56c81 100644 --- a/landing/lenses/032960.json +++ b/landing/lenses/032960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032980.json b/landing/lenses/032980.json index 158d455f9793fcfa69a2f8b64d9dbbfe0ca520e6..30344e90f014f33aed65cbfcec6e97e5f06cde69 100644 --- a/landing/lenses/032980.json +++ b/landing/lenses/032980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033050.json b/landing/lenses/033050.json index 1d28233555b2071ff133f7c16a7d401229a5d375..ea2b3bcfbf0a5a92acb76a40a048a9c0a6b5ac01 100644 --- a/landing/lenses/033050.json +++ b/landing/lenses/033050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033100.json b/landing/lenses/033100.json index 3e9ded2f25c745c14618384ff0401b88ac9e37ad..271cfd8f8e41c7a6f6c488eed745988670d94724 100644 --- a/landing/lenses/033100.json +++ b/landing/lenses/033100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033130.json b/landing/lenses/033130.json index 03496029c54014c5408cfb96cedafe11058b5148..459e487869d3bd5d6006b18309c6447b4d31b2b9 100644 --- a/landing/lenses/033130.json +++ b/landing/lenses/033130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:93e3dd771cf7", - "target": "033130", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033160.json b/landing/lenses/033160.json index b5245451db9ab811a0e484e48ad234949d118f89..4f518cde891691f43dfd39a2d867430e9a539c3e 100644 --- a/landing/lenses/033160.json +++ b/landing/lenses/033160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,15 +1065,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1232,7 +1232,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,88 +1467,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d703f0085697", - "target": "033160", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.825 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033170.json b/landing/lenses/033170.json index 2cf72b27e7b59d2005c54ad5dd936060f2ad7be2..3de22719229d4c98a5847aaa26420a60f259358c 100644 --- a/landing/lenses/033170.json +++ b/landing/lenses/033170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 28.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 27.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,88 +1549,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f874eabd2c77", - "target": "033170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.598 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033180.json b/landing/lenses/033180.json index 9ee8c2c631222876a238b0289e0b90b8c89e00a7..b68d24d0fdcf016a6d06c9737963e4280c321666 100644 --- a/landing/lenses/033180.json +++ b/landing/lenses/033180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033200.json b/landing/lenses/033200.json index b930b2022e07dc02dad014f8652dd22a6645be63..6a99e690c822e7cc246ea41e6742bb598a3cf71c 100644 --- a/landing/lenses/033200.json +++ b/landing/lenses/033200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033230.json b/landing/lenses/033230.json index 879f1aece2c8aad3f26df9ce8a3617a3177a7735..ae16619b9ae97b8ab2748aff807f8a4c5bb3fb3b 100644 --- a/landing/lenses/033230.json +++ b/landing/lenses/033230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033240.json b/landing/lenses/033240.json index 0eab035b562a49702c2af8b9aecafb9b392bd080..9070fd66eeb1070c626a1f4f185c132abd0418e1 100644 --- a/landing/lenses/033240.json +++ b/landing/lenses/033240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033250.json b/landing/lenses/033250.json index 22870b855427190ae17c45b3c0904f58f035e057..4713861d47116d61bfbd5ecae667c25f9b739b77 100644 --- a/landing/lenses/033250.json +++ b/landing/lenses/033250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,8 +1481,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033270.json b/landing/lenses/033270.json index 05aee639e1358da2589d3a82dbb1d8d9297da01f..800ee78b62553877cc1c2e8e7aec83b490b64d91 100644 --- a/landing/lenses/033270.json +++ b/landing/lenses/033270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033290.json b/landing/lenses/033290.json index da4fea39bc3aa03a707aab6c8ae0ff6934075a8e..cefd0eb8c2955cc39581a1617f9c03df9d1d9b01 100644 --- a/landing/lenses/033290.json +++ b/landing/lenses/033290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/033310.json b/landing/lenses/033310.json index 3c81303a01ae711156fd020d77118f89dfa79ceb..0796475b6b619b5cbc1ed4ea89bdf41a47dfed51 100644 --- a/landing/lenses/033310.json +++ b/landing/lenses/033310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033320.json b/landing/lenses/033320.json index 084b096983a88e86baaf7e2aba1a5b5208d629aa..d74044dfde3c07e4a38d9f6ec95a65ad812895de 100644 --- a/landing/lenses/033320.json +++ b/landing/lenses/033320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033340.json b/landing/lenses/033340.json index 98fbf4341a7423e7a8fd8bc7283e74023e7e84de..2989d4813ec12e540aed582fdad220bcb56d08a0 100644 --- a/landing/lenses/033340.json +++ b/landing/lenses/033340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 114.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033430.json b/landing/lenses/033430.json index 89003fcaa157f55585e859c8966281fc036d8b36..8d41781dc5d04c3612365ba5ac47924db2551989 100644 --- a/landing/lenses/033430.json +++ b/landing/lenses/033430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033500.json b/landing/lenses/033500.json index b7a0edd4d2dcc98194fe4d07d356f5f4a420aeb0..4ea5a25b1bbdcc59b8d92dc807486a65c54c805d 100644 --- a/landing/lenses/033500.json +++ b/landing/lenses/033500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d4312ccc733c", - "target": "033500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2023", - "period": "2023", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.347 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2023", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033530.json b/landing/lenses/033530.json index e68c82a5229db14285c1a2e86c28042eb6067a6c..fcd2c03beae50251998f8fa41e93161cb095eef2 100644 --- a/landing/lenses/033530.json +++ b/landing/lenses/033530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033540.json b/landing/lenses/033540.json index 1e6f6e135a6c71e72e743f0af8babcb0be2753e1..a3c12aa6d205572ed1ecac9e2f3eda2941f78ae3 100644 --- a/landing/lenses/033540.json +++ b/landing/lenses/033540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033550.json b/landing/lenses/033550.json index aa03998bcf7bf2039d92592b1bbb364a03f43dc0..48e05eb909d638153dbba090271c7d5772dc8055 100644 --- a/landing/lenses/033550.json +++ b/landing/lenses/033550.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033560.json b/landing/lenses/033560.json index 8debb9e78189fa6bbd2fde807ed67c1d1bfd8928..991872981927129ba8b14d7862647d23f6624524 100644 --- a/landing/lenses/033560.json +++ b/landing/lenses/033560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033630.json b/landing/lenses/033630.json index 8b9d6fb5dffc186d8d0605d53dcc1844b9f8d83e..000ec445295fd5cecf75cf6ff4678a1c77caa639 100644 --- a/landing/lenses/033630.json +++ b/landing/lenses/033630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033640.json b/landing/lenses/033640.json index 9f14380b0fb862d3b7d9e14b42530af31fbaf76a..5ccacf086cac899fba5344d7658c6d9ce065368b 100644 --- a/landing/lenses/033640.json +++ b/landing/lenses/033640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.04, + "score": 33.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.07, + "score": 35.26, "assumptions": { "scenarioStress": "moderate" } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033660.json b/landing/lenses/033660.json index bfd39a7c0c2255eb39d277ee0cc32560af4ef875..9124c8c2ee039751a45e95da9c3a2762c5afc2ea 100644 --- a/landing/lenses/033660.json +++ b/landing/lenses/033660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033780.json b/landing/lenses/033780.json index 5d16bf69efe4c79e596c0fdd88620ff36f1f98a7..747115b88e6bc20d42497fd20c8f7b7abb8d9eff 100644 --- a/landing/lenses/033780.json +++ b/landing/lenses/033780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033790.json b/landing/lenses/033790.json index 8d92977944d36a4e4555ab2ad313819b8fd83667..702f83c2c59a011f0c823fb0e198f3bb4baacd43 100644 --- a/landing/lenses/033790.json +++ b/landing/lenses/033790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033830.json b/landing/lenses/033830.json index 1c3881c3d876f6c3b3c2ccc0eb340e0d47426520..2c232e8528fb718c992503757ece3af07436bdae 100644 --- a/landing/lenses/033830.json +++ b/landing/lenses/033830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033920.json b/landing/lenses/033920.json index 3a24b020bf48835cd79d3ee31a29d195cef91b62..d33c8995b02e455a91e37f34567cf28b17dcdbf4 100644 --- a/landing/lenses/033920.json +++ b/landing/lenses/033920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034020.json b/landing/lenses/034020.json index 33fc0a03c780dbc95a282d90df2c83b972af4e49..40143ca143405da857833027120ecff16afa292d 100644 --- a/landing/lenses/034020.json +++ b/landing/lenses/034020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", - "시가총액 59조 (시장 지위)" + "시가총액 54조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034120.json b/landing/lenses/034120.json index a582770ec15fef17b5bc1b9a816226966703de0f..626efda9f185b06c46d5e2a12ce6db95e7fa7abf 100644 --- a/landing/lenses/034120.json +++ b/landing/lenses/034120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034220.json b/landing/lenses/034220.json index d2b7f4d2f26222b15d52b2cf1376ac7983f05b6c..49a8a30b4b22460e006fc08fd152e9f1872f1b9a 100644 --- a/landing/lenses/034220.json +++ b/landing/lenses/034220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034230.json b/landing/lenses/034230.json index 3f3b272dc2fb5759c309392e738bbd5236dd7894..41caccf25bb37b6f1e7209e86cc6f0cd927998d3 100644 --- a/landing/lenses/034230.json +++ b/landing/lenses/034230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1b75680f20af", + "target": "034230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.496 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034300.json b/landing/lenses/034300.json index 93e7a0a5c394386fc93ad7b0ee6dc6c4afa1e05a..2d4b5f7faca5b1e7f1affefa51be2d82c0497eaf 100644 --- a/landing/lenses/034300.json +++ b/landing/lenses/034300.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/034310.json b/landing/lenses/034310.json index 440aa619b0389967d6f854e43bd35ea677a16401..7c57241fadcfaf9eee8af9cb05cdc58e30fc036e 100644 --- a/landing/lenses/034310.json +++ b/landing/lenses/034310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -965,19 +965,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,17 +1044,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1123,7 +1123,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1132,7 +1132,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,12 +1412,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1c5753c1f515", + "target": "034310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.446 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034590.json b/landing/lenses/034590.json index 59e6a454b5f0bdcbcc355dc4c44145fad8d27181..7544312ef5c2bf1719a122b3402945d2a8cb36d3 100644 --- a/landing/lenses/034590.json +++ b/landing/lenses/034590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034730.json b/landing/lenses/034730.json index d59c72d41cac55c702126c801d550a05d57a7a18..7027b38eda6207c1a7df228fe1105efb9f3a22a8 100644 --- a/landing/lenses/034730.json +++ b/landing/lenses/034730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 21.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 21.12, + "score": 23.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 21.85, + "score": 23.85, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034810.json b/landing/lenses/034810.json index 64a262c49f5287729f857b546ddcb4d76a02a992..63a43e789e9ee41c9893be1aab3be4d1fc7c7560 100644 --- a/landing/lenses/034810.json +++ b/landing/lenses/034810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034830.json b/landing/lenses/034830.json index 011362168239695afb51140ce60ea68d07b2894b..4f50989d4c825cdc7ec28128810d7524e489636f 100644 --- a/landing/lenses/034830.json +++ b/landing/lenses/034830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -530,14 +530,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -657,10 +657,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,8 +690,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -703,7 +703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -723,8 +723,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -743,10 +743,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -756,7 +756,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -856,10 +856,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034940.json b/landing/lenses/034940.json index ad4e9ac19a0c7f35758d7ac868893e1f47a5f34d..71569f5342b9ee83e6e2cb89ffded38ecff49b7c 100644 --- a/landing/lenses/034940.json +++ b/landing/lenses/034940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034950.json b/landing/lenses/034950.json index 51358ad3dc2a47fbd85f80db5e759864ccbbdd85..7c16ed730152f09a8774a4d61d30777d50fe6988 100644 --- a/landing/lenses/034950.json +++ b/landing/lenses/034950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035000.json b/landing/lenses/035000.json index b626fa85047617c1f586428872d06a11d76ab716..f6f05538087c0c62f6ed673efe46d6d6223b20d5 100644 --- a/landing/lenses/035000.json +++ b/landing/lenses/035000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035080.json b/landing/lenses/035080.json index 1fadcc2ac75504a4cdd83ef1eb4d8f5fd564d5ab..c948882ba49abc9f0dee4ec86a1e43cab3a69e67 100644 --- a/landing/lenses/035080.json +++ b/landing/lenses/035080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 38.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 38.8, + "score": 41.05, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 39.72, + "score": 41.97, "assumptions": { "scenarioStress": "moderate" } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035150.json b/landing/lenses/035150.json index 9629301fcf1bbb2c046647b22397da3b0a834410..250455441d72a147af57af85d32956404fce439a 100644 --- a/landing/lenses/035150.json +++ b/landing/lenses/035150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035200.json b/landing/lenses/035200.json index 65802b131bc019497f4a44adbd871f38e878aa2a..a142f487ebb24be6dc2b9c261e5b7732df733829 100644 --- a/landing/lenses/035200.json +++ b/landing/lenses/035200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035250.json b/landing/lenses/035250.json index a189f89fa5e68c1e819f06cec8d4978792248a11..e5d8b452224929f83eadd072801554bf66efa23c 100644 --- a/landing/lenses/035250.json +++ b/landing/lenses/035250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035290.json b/landing/lenses/035290.json index 50c998ddf8c0315773e7d2b4edbc5feb185684f8..a7b1ccbfd88b6de6291d3d1b343fbefb90b6f899 100644 --- a/landing/lenses/035290.json +++ b/landing/lenses/035290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035420.json b/landing/lenses/035420.json index 82f79eb9af4c9a6cdf2c7591b9a6b64c523d13e9..5a92eadde414c7ed03e94ef2403f4dcf535ca706 100644 --- a/landing/lenses/035420.json +++ b/landing/lenses/035420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035430.json b/landing/lenses/035430.json index 461b979ca5eca673bfb60139bba5e4eedb825729..ea1811222afd383330dca562cc575a6fcdd40405 100644 --- a/landing/lenses/035430.json +++ b/landing/lenses/035430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035460.json b/landing/lenses/035460.json index 663dad888af9ebdf4c7fba6878626d7f70bc8c56..64f3dde0ba9b0da0e3f91a83a51b759afeda55f0 100644 --- a/landing/lenses/035460.json +++ b/landing/lenses/035460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/035510.json b/landing/lenses/035510.json index 0a6485cf7aacf40d0829be2daeefa3dc84635c91..0a8c2fad126b6ac941f5f5a4e7eba0e9af535e26 100644 --- a/landing/lenses/035510.json +++ b/landing/lenses/035510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1505,12 +1505,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f7c715d7ab15", + "target": "035510", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/035600.json b/landing/lenses/035600.json index 8cd788200a1635639eaef633226e5a388f2077f7..fb37faa935ddff1a020d6e17d90926d087b66552 100644 --- a/landing/lenses/035600.json +++ b/landing/lenses/035600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035610.json b/landing/lenses/035610.json index 87be4d3cc59553a0d4909528f3a6c910a5676518..a4d60080a97cc01a15b1e9e8d259156bc885a000 100644 --- a/landing/lenses/035610.json +++ b/landing/lenses/035610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035620.json b/landing/lenses/035620.json index 9a60942533cdca2d4c13c946d8fb438f755cd232..2fc7044f42e9c97b81f119ed5248eb4684102624 100644 --- a/landing/lenses/035620.json +++ b/landing/lenses/035620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 60.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B-", + "summary": "dCR 위험점수 64.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 60.6, + "grade": "dCR-B-", + "score": 64.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 60.9, + "grade": "dCR-B-", + "score": 64.72, "assumptions": { "scenarioStress": "moderate" } @@ -834,11 +834,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 10.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 33.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-22", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1180,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035720.json b/landing/lenses/035720.json index 983cb7471972eba032a843505e93a8558fabcb5a..9aa631824626004836dc5a6c480ec3da79700f70 100644 --- a/landing/lenses/035720.json +++ b/landing/lenses/035720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,8 +1463,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/035760.json b/landing/lenses/035760.json index 38e07cc48ae34cf785120715027f8e036f41c631..ffb863639dbfb247f8a9fecef14d505212cbb36c 100644 --- a/landing/lenses/035760.json +++ b/landing/lenses/035760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035810.json b/landing/lenses/035810.json index 0163d1de17d2891e5294a95e9e0284c5a897f841..1d2cfd9de90c1e40d7048f74dd2c7825c003b505 100644 --- a/landing/lenses/035810.json +++ b/landing/lenses/035810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1569,7 +1569,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1591,7 +1591,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1609,15 +1609,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/035890.json b/landing/lenses/035890.json index 45e5e463926e6fa67dac1557d66b538b76a82445..b8c8235e7f2d6307acffc4f56858c36636328c3a 100644 --- a/landing/lenses/035890.json +++ b/landing/lenses/035890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035900.json b/landing/lenses/035900.json index ba0ac1ded88cc21740a0ea5a91bbc8019ca17db3..a8016081467a4a26874e5fd893c2015796a6d265 100644 --- a/landing/lenses/035900.json +++ b/landing/lenses/035900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3aafada04902", + "target": "035900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.473 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036000.json b/landing/lenses/036000.json index 8de59942522daa2aa6717589d3e80e4fb1f057e8..b1a5e02fa96e7316698998d32dbac18c55d65782 100644 --- a/landing/lenses/036000.json +++ b/landing/lenses/036000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036010.json b/landing/lenses/036010.json index bb8fa2ece1d9527152a85bd2d8eab38563799c1a..8e912a61d8e26f0608200890e78b6387637acedd 100644 --- a/landing/lenses/036010.json +++ b/landing/lenses/036010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/036030.json b/landing/lenses/036030.json index a41ffc44f5ee79c4d38385e30a67f83cdf29bd21..7d213b82240bfbfc9b504c529272c2c0782a0527 100644 --- a/landing/lenses/036030.json +++ b/landing/lenses/036030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036090.json b/landing/lenses/036090.json index 1ce64d960b1c36d1c0447bf9a17e16fa2f77acc4..b42c4195c678b7b9a5cd56303802bef7fa73ea48 100644 --- a/landing/lenses/036090.json +++ b/landing/lenses/036090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.95, + "grade": "dCR-BB", + "score": 40.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.42, + "score": 41.58, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,10 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036120.json b/landing/lenses/036120.json index 7c84a52969b13e1c3be92ba8a456e9ac1ab5b9a0..0e429674da086998b73f453ecf27e5899a206d01 100644 --- a/landing/lenses/036120.json +++ b/landing/lenses/036120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036170.json b/landing/lenses/036170.json index f2571c88ac43de006cd63db2f6d69c3c689392ec..902d3d38306a8db01b1f1e79246a4f4f44b2eb86 100644 --- a/landing/lenses/036170.json +++ b/landing/lenses/036170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036180.json b/landing/lenses/036180.json index e46aa2974d6ce4fef1613b2a4008968f99265ee6..5405ff5c322c37b89409e4765490a4fbd595b99e 100644 --- a/landing/lenses/036180.json +++ b/landing/lenses/036180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-16", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-16", "period": "2024", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-16", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036190.json b/landing/lenses/036190.json index 9e404188a8b9c82589452d510934e88767e32968..c4b8e3511e9972e4ee9f4c38847ef7ead2e45585 100644 --- a/landing/lenses/036190.json +++ b/landing/lenses/036190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036200.json b/landing/lenses/036200.json index 73bb6c977eef3f7037cea6a52ceccdf4245f5c3f..953f14644702d210442b20c245bd2d62690e0479 100644 --- a/landing/lenses/036200.json +++ b/landing/lenses/036200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036220.json b/landing/lenses/036220.json index d3c2e8ade70dc0778687317dd91dafff626e28fe..ae2bd6de093fab228f162dd334811ab497b5b706 100644 --- a/landing/lenses/036220.json +++ b/landing/lenses/036220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036420.json b/landing/lenses/036420.json index 05e596442c5030801239ef15759ae35a196449c2..5b1ef04092beedad7d1ff1312fcfd9d19529bcee 100644 --- a/landing/lenses/036420.json +++ b/landing/lenses/036420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 194.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 195.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 129.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036460.json b/landing/lenses/036460.json index 7248b1edfd971fdc6231430a048c770cfbc4aecf..2cf3338c3ad92f196dcebd74f2d8abb8db556538 100644 --- a/landing/lenses/036460.json +++ b/landing/lenses/036460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 21.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 21.94, + "score": 24.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 23.06, + "score": 25.31, "assumptions": { "scenarioStress": "moderate" } @@ -913,11 +913,11 @@ "reasons": [ "중대형기업 (매출 36조)", "공기업 (정부 보증/규제 보호)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036480.json b/landing/lenses/036480.json index bced46d3d964320b244c19ccc60315f9004bb45e..6822cfe3ed71e4fa15e5b3cd1b2920afc970569c 100644 --- a/landing/lenses/036480.json +++ b/landing/lenses/036480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036530.json b/landing/lenses/036530.json index 81dd0f83c2bcf38f4351a31666c261c628b33f51..5099123a6bafafbce8cd4b514045403cdd862dbd 100644 --- a/landing/lenses/036530.json +++ b/landing/lenses/036530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,15 +1418,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/036540.json b/landing/lenses/036540.json index 1734446f2061e3109e4bbb977c59527aa27f89a4..061864436b9b1af22856e1463b187698c58f1af4 100644 --- a/landing/lenses/036540.json +++ b/landing/lenses/036540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036560.json b/landing/lenses/036560.json index dabe25ef4a8b8ad154af90b616a93f1f9a889baf..04e57af394da5a1e96eb31b426a76e5388722fc0 100644 --- a/landing/lenses/036560.json +++ b/landing/lenses/036560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036570.json b/landing/lenses/036570.json index 94a2d2751899d0f67307fbea3d839ec4e26de5ad..65df7d0b377026cb9708b441846e5eee53484fc0 100644 --- a/landing/lenses/036570.json +++ b/landing/lenses/036570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.94, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.43, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.94, + "grade": "dCR-A-", + "score": 16.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.42, + "grade": "dCR-A-", + "score": 16.94, "assumptions": { "scenarioStress": "moderate" } @@ -907,10 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036580.json b/landing/lenses/036580.json index c6ee4036dad37a9bda02e24b5914299dfde61c22..f0d218b496f6d373daf6aa8a80ebcd6e441f0cb4 100644 --- a/landing/lenses/036580.json +++ b/landing/lenses/036580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036620.json b/landing/lenses/036620.json index b8cc355c28c9609b8131fed6e018c88c5944bb5d..29f06789ca065b6896dd28f816f3287b984852fa 100644 --- a/landing/lenses/036620.json +++ b/landing/lenses/036620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036630.json b/landing/lenses/036630.json index 26940c6ee0b620690417d09f8a9e3ced0c7f83c1..74f98428f306986fb04617fd1b400d4b5f31ebec 100644 --- a/landing/lenses/036630.json +++ b/landing/lenses/036630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036640.json b/landing/lenses/036640.json index 9e83a83dc13c9595d90ebb5a37391fc2793a44fe..f59074b7f584f352a22c409600c9f08ef5db37a7 100644 --- a/landing/lenses/036640.json +++ b/landing/lenses/036640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036670.json b/landing/lenses/036670.json index 1b5e50fc0802990918cf0b8a891f5d263d104167..ddcd269a6f4d92b9fd1cbacd5e8800dc92306b55 100644 --- a/landing/lenses/036670.json +++ b/landing/lenses/036670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036690.json b/landing/lenses/036690.json index 6d090bf15f6fb17d72142851b0c36641c2519447..a78a4713c0d9cff70c1ca82d0679394556963fec 100644 --- a/landing/lenses/036690.json +++ b/landing/lenses/036690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036710.json b/landing/lenses/036710.json index dc4368f687ff035877853ae7a62b137f443311bf..7046a9e6806e877d62e93fc69853b523e03535c0 100644 --- a/landing/lenses/036710.json +++ b/landing/lenses/036710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 46.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 49.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 46.23, + "grade": "dCR-BB", + "score": 49.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 46.78, + "grade": "dCR-BB", + "score": 50.38, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -918,6 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036800.json b/landing/lenses/036800.json index 7bcb71e4a16ee7e7af5ccdeef18af2bb1b46ce86..c7100257cd3f151c2ea2a2844dd546c24ff122a9 100644 --- a/landing/lenses/036800.json +++ b/landing/lenses/036800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036810.json b/landing/lenses/036810.json index 3069d083d6decce8e8863bc62487c039d0b4553d..bf9a01983ba2709c4fb6f3247cae5aefd0f2e6cd 100644 --- a/landing/lenses/036810.json +++ b/landing/lenses/036810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 11.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 13.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 429.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036830.json b/landing/lenses/036830.json index 4b0567a8e21ba66faef1094b84b961019e25ba9b..c9aedb94a77b668d2ae7c66cc4413c49182a0aab 100644 --- a/landing/lenses/036830.json +++ b/landing/lenses/036830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.26%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:711138b8d2d3", + "target": "036830", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036890.json b/landing/lenses/036890.json index 9bc29b28ae35e7d1a837220e106f798ab49d3e59..9fad1e64b3ce3dae4a78feb90c25c706773fd8bc 100644 --- a/landing/lenses/036890.json +++ b/landing/lenses/036890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036930.json b/landing/lenses/036930.json index 1cdac6f2d2f0d057255319274687bf81592b4c98..1b38e86decb88f37791209583b803a4df7ee7330 100644 --- a/landing/lenses/036930.json +++ b/landing/lenses/036930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037030.json b/landing/lenses/037030.json index 75832a36ecb6477cc21ca8236f8e6b66d2a0b9c5..98dafb9bb23cf70b0a09272f9467a1ea8aa57112 100644 --- a/landing/lenses/037030.json +++ b/landing/lenses/037030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,15 +1481,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/037070.json b/landing/lenses/037070.json index 56261e9cea5a0b83868f26c07e93124113d49c4f..984c850801afd7de204249ec008a033a1f0bb4d3 100644 --- a/landing/lenses/037070.json +++ b/landing/lenses/037070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037230.json b/landing/lenses/037230.json index 7ca8d7532ee1187892addb474966966b364e9d41..52094ea2964241d83060335f257ea66adda82600 100644 --- a/landing/lenses/037230.json +++ b/landing/lenses/037230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037270.json b/landing/lenses/037270.json index 3d735bf1c37f3211276a5cd5ad3319d7be582d08..95167c1a47b8119a44553ee864417b348d93f7b6 100644 --- a/landing/lenses/037270.json +++ b/landing/lenses/037270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e0b8865390a6", + "target": "037270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.386 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037330.json b/landing/lenses/037330.json index c070fd4b8a21129873b0678d37a97676803da6cd..76cdca1157e0a574949452ca538fcb673f0999e4 100644 --- a/landing/lenses/037330.json +++ b/landing/lenses/037330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.72%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -1147,7 +1147,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037340.json b/landing/lenses/037340.json index 7909bc35b5dc198a767f638613a562505ac825ca..44150f2ba86075c39592bb3c471b7bc23de86d4a 100644 --- a/landing/lenses/037340.json +++ b/landing/lenses/037340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037350.json b/landing/lenses/037350.json index 5cce8e16234c752101ad43e1a54c7a12cdf6493b..3e9a830a9a4d226a9bf3fe882b7c13c66ed9ec0a 100644 --- a/landing/lenses/037350.json +++ b/landing/lenses/037350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.70, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.25, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.7, + "grade": "dCR-A-", + "score": 17.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.3, + "score": 18.94, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,10 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1559,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1577,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1595,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/037370.json b/landing/lenses/037370.json index f0260b35415e1e9264035a40824c1c86d3dfdeb4..ed77f16562e0aa6aee54adf51fc0eb3ba0bb5386 100644 --- a/landing/lenses/037370.json +++ b/landing/lenses/037370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037400.json b/landing/lenses/037400.json index ff08047d1eb80b968c4e2d048ea35a3d17a2ba58..ebe41661bfde39f6df0d798fb958dc2cb21a8ea0 100644 --- a/landing/lenses/037400.json +++ b/landing/lenses/037400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1516,7 +1516,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1538,7 +1538,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1556,8 +1556,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037440.json b/landing/lenses/037440.json index b345cc8c0d9a1fbd40e48adb2ff9bcd427f7476b..141114d589820be85e84aa72b7035405c5fe1265 100644 --- a/landing/lenses/037440.json +++ b/landing/lenses/037440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037460.json b/landing/lenses/037460.json index ed1e622e381078c32d64866a3dc3d9cd21a205b4..5bc6162c1dfb8f41e64c1f25d2922ed70ab4ec02 100644 --- a/landing/lenses/037460.json +++ b/landing/lenses/037460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037560.json b/landing/lenses/037560.json index b1e096c9e9933ed3e13c66cbf9ca683c5e51f12f..07e7e35e4ec96e9cd96e4958a87215654089da07 100644 --- a/landing/lenses/037560.json +++ b/landing/lenses/037560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037640.json b/landing/lenses/037640.json index 04b38a79212fa0ac388c00c650e6dc212f9125d2..a924b34b9cac2a134baf061df196ff44dcd05245 100644 --- a/landing/lenses/037640.json +++ b/landing/lenses/037640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ { "engine": "quant", "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=SourceUnavailableError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=SourceUnavailableError, fmp=SourceUnava" + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=SourceUnavailableError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", diff --git a/landing/lenses/037710.json b/landing/lenses/037710.json index 16b0ef0d753208395d967c3604fb654b61b6903a..a6c77dba6d1701a9905f1eeceed3b656239398c9 100644 --- a/landing/lenses/037710.json +++ b/landing/lenses/037710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037760.json b/landing/lenses/037760.json index 6a2c0adc1c90ec3ba9d6047c0820cfa1a3ce8b01..99d7c08c321d1a2566faabd5afac782eb0da495f 100644 --- a/landing/lenses/037760.json +++ b/landing/lenses/037760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/037950.json b/landing/lenses/037950.json index e5e3812c063274fb6f4c3c444457e612100fada4..9527675f5dcdfeab8fe945a91157351d4ba5947b 100644 --- a/landing/lenses/037950.json +++ b/landing/lenses/037950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038010.json b/landing/lenses/038010.json index 9f0e4dbe0b707e0aae97b6ef5a0ab42863ea602f..7a38f3affa15bed2acb3ac058615b3ca40b9a6b5 100644 --- a/landing/lenses/038010.json +++ b/landing/lenses/038010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038060.json b/landing/lenses/038060.json index 948ff44c2fabf8156420780f5691853967c2efbd..381410b2b0124b4524f4334daac09ca55cca6011 100644 --- a/landing/lenses/038060.json +++ b/landing/lenses/038060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.61, + "grade": "dCR-A-", + "score": 17.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.87, + "grade": "dCR-A-", + "score": 18.11, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038070.json b/landing/lenses/038070.json index 66fda8b1a10a77c7f0a75a52759fbadb0b45c70a..8f11f71d632c79779d14987adada9c25888ba4ec 100644 --- a/landing/lenses/038070.json +++ b/landing/lenses/038070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038110.json b/landing/lenses/038110.json index 55cb54bbf2e23438928c948f96c18e0ff5fc0f1f..c347865e6f5338001a8b344d97ae97d6966ab499 100644 --- a/landing/lenses/038110.json +++ b/landing/lenses/038110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 17.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 18.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038160.json b/landing/lenses/038160.json index 0ea68a4338962b16ba2d863b6548ec2c104fa173..86c84d7040be53b88afdbd08fddd136be0014786 100644 --- a/landing/lenses/038160.json +++ b/landing/lenses/038160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -48,10 +48,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -150,7 +150,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -199,7 +199,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -248,7 +248,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -737,14 +737,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -859,10 +859,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -891,7 +891,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2023", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,10 +1045,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1063,10 +1063,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038290.json b/landing/lenses/038290.json index 70199d936d4e6b1ba9fa9be26a8748ab6cb4abfa..f2d190bc729b4534048c2267e74df6b3ceb54cde 100644 --- a/landing/lenses/038290.json +++ b/landing/lenses/038290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038340.json b/landing/lenses/038340.json index a7e216f5f1f20e9b111b27d5e82602e9b988e79d..7f8ffd22308de5a7a617f03cdf9e7c49d674da4f 100644 --- a/landing/lenses/038340.json +++ b/landing/lenses/038340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038390.json b/landing/lenses/038390.json index 4206944cb4175dcc68121355dcb78337f6aaf230..5e7c4c4797519f0266cd6d201bf038fee87d53af 100644 --- a/landing/lenses/038390.json +++ b/landing/lenses/038390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,7 +1667,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1689,7 +1689,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1707,8 +1707,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/038460.json b/landing/lenses/038460.json index e76e897f2b0a5294ee04bbd29bca675ca9dc13df..5896f32065ed206dbe9160ad0d8aaf7a606172f3 100644 --- a/landing/lenses/038460.json +++ b/landing/lenses/038460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.80%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1145,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038500.json b/landing/lenses/038500.json index 81ce4f97bcb2a3d49a2c07ce139ed7e90dc05106..bc3cda4219504c1366de01d69d99649c7fc3b83e 100644 --- a/landing/lenses/038500.json +++ b/landing/lenses/038500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038530.json b/landing/lenses/038530.json index f810f6f03b9053f56c1f9d10c949603983f9851e..6dfd75d7677f8c433e66f8dbf3713bd2a4d04e48 100644 --- a/landing/lenses/038530.json +++ b/landing/lenses/038530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9915.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9923.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1521,7 +1521,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1543,7 +1543,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1561,8 +1561,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/038540.json b/landing/lenses/038540.json index fa072e3e2e1c94435048e0a57c0f57e768c8c1fa..0f2a80affe7ce36cd8e17c5c57daae7a87f75575 100644 --- a/landing/lenses/038540.json +++ b/landing/lenses/038540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038620.json b/landing/lenses/038620.json index b81d76f189e09b73553aaf94ab84517a4457c9a0..c6c9ec2a0de51e302622303d85d8efd879e1a5d4 100644 --- a/landing/lenses/038620.json +++ b/landing/lenses/038620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038680.json b/landing/lenses/038680.json index 4f43b035299c9f34a3eda1097ac476ffb35f71ae..4850f303ad48b104f93d0a244cb2d293bceacef8 100644 --- a/landing/lenses/038680.json +++ b/landing/lenses/038680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038870.json b/landing/lenses/038870.json index 54e60c3b9c46883a105e627bd17ea725afe5d052..88138161675b0ab43526315070390d8226dea520 100644 --- a/landing/lenses/038870.json +++ b/landing/lenses/038870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038880.json b/landing/lenses/038880.json index 00b4eb32e60c27a121db95d3b7bbcabf44f14a2e..78c5e2f5b14e6a7f0c80c42b700c62f870af0bae 100644 --- a/landing/lenses/038880.json +++ b/landing/lenses/038880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038950.json b/landing/lenses/038950.json index ea3e7154e8740139081539e69906e5f42ef7a3af..44262fbe614ec6b3751b388800fab98680033991 100644 --- a/landing/lenses/038950.json +++ b/landing/lenses/038950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039010.json b/landing/lenses/039010.json index 21249b88fcdbb61983af57c4b5ae5a7a7d0a4969..853ba398494a5dfc561629c45e643d57ca7c2163 100644 --- a/landing/lenses/039010.json +++ b/landing/lenses/039010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039020.json b/landing/lenses/039020.json index e19fa64bf8d37b77f05eb5bd9e3542baa310bf35..d196655dd683eab4aada54d16587fb1a90e73028 100644 --- a/landing/lenses/039020.json +++ b/landing/lenses/039020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039030.json b/landing/lenses/039030.json index 69282500e631ef10f649068f0f4562d6e5ee03a3..79c5a6edcd825292158c39f6505a6765e4b11f68 100644 --- a/landing/lenses/039030.json +++ b/landing/lenses/039030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,12 +1547,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e5a00e6410a2", + "target": "039030", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.414 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039130.json b/landing/lenses/039130.json index d5ecec00018cab4c424c113cd2ed1b8c5e2dcf64..a61829fc2c595aa465fc88bd348e234581093d5c 100644 --- a/landing/lenses/039130.json +++ b/landing/lenses/039130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.46, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.78, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.46, + "grade": "dCR-A-", + "score": 16.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.44, + "score": 17.93, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039200.json b/landing/lenses/039200.json index 74c6d4da0779e9e3d4fe90f83405735419a0aac2..1f86e24e43de26fb417c353b1448eb949b0ce720 100644 --- a/landing/lenses/039200.json +++ b/landing/lenses/039200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039240.json b/landing/lenses/039240.json index 2d645ba1806e013ca92aeab82cdbf4a36900d422..54439a0580d5e030dedbcf051a7350503ae2d3be 100644 --- a/landing/lenses/039240.json +++ b/landing/lenses/039240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039290.json b/landing/lenses/039290.json index 7af8d900e4ae238b03dcfd544b54e8bb3d3644bb..7f46b526d1d4dbbc661938aebafb8032d0c9f2cc 100644 --- a/landing/lenses/039290.json +++ b/landing/lenses/039290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039310.json b/landing/lenses/039310.json index 3c0740f42e88a93ef93b1739e19d7af4c7bdcf14..6b4a51a69e6e08bc399ce4c675498622a2a3ba78 100644 --- a/landing/lenses/039310.json +++ b/landing/lenses/039310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039340.json b/landing/lenses/039340.json index ba50d2fe85aca77b693bb992e7c44d3de545354c..59ac3344a54c8c80486572ff4195b3b3117991b5 100644 --- a/landing/lenses/039340.json +++ b/landing/lenses/039340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:80f03dca48a1", + "target": "039340", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.584 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039420.json b/landing/lenses/039420.json index c12220468cfd738424997e807691f5a510a56f76..0d38b1a3cb2aeaeb8d9832523fc4108c0676e81a 100644 --- a/landing/lenses/039420.json +++ b/landing/lenses/039420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039440.json b/landing/lenses/039440.json index 258cd997e1ed5051422f96e474ef751fd9196ff9..f7e4f898cdb074e2fcbffb5f0adac78418f2d96e 100644 --- a/landing/lenses/039440.json +++ b/landing/lenses/039440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1672,7 +1672,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1694,7 +1694,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1712,15 +1712,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/039490.json b/landing/lenses/039490.json index 8c4bc490a579add9a9473713084b7fc054173700..d234e62e2ac7053f595970f899b8a82652d1a934 100644 --- a/landing/lenses/039490.json +++ b/landing/lenses/039490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -943,10 +943,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -966,7 +966,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -974,7 +974,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039560.json b/landing/lenses/039560.json index 98206d2cd46e4633615d1ad7a16c9a1a9f3169a1..062bd3fd69c295dbc580f6c1cda944c31bc89005 100644 --- a/landing/lenses/039560.json +++ b/landing/lenses/039560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039570.json b/landing/lenses/039570.json index a54248a13f6074d9c1ede584ebb6c59cc99f94de..f901360a13b5533369d67a9b7854dba39eaad13d 100644 --- a/landing/lenses/039570.json +++ b/landing/lenses/039570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039610.json b/landing/lenses/039610.json index a9792f6a2aef5c48eed2f022b78371bbbda4529d..bab74aeb0631b96d2f77c8c61791ca1a0e772d5a 100644 --- a/landing/lenses/039610.json +++ b/landing/lenses/039610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.87, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.12, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.87, + "score": 35.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.04, + "score": 35.29, "assumptions": { "scenarioStress": "moderate" } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1444,88 +1444,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cac12f3e1f54", - "target": "039610", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039670.json b/landing/lenses/039670.json index 1f16e58aee92b63f3cb203a1994c6b17a5209324..a559cca50a56ea3dbac76cf9eb4cd0e44e42c018 100644 --- a/landing/lenses/039670.json +++ b/landing/lenses/039670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -50,10 +50,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -154,7 +154,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -205,7 +205,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -256,7 +256,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1090,10 +1090,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039740.json b/landing/lenses/039740.json index 1889e9637d9188806fb8ff1331e0a7d8c97540bd..99733e4c906ecfdc065fc57fda1f9f1604eb0fd7 100644 --- a/landing/lenses/039740.json +++ b/landing/lenses/039740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 6.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039790.json b/landing/lenses/039790.json index 889d8292420b28b88f58403c6daa5c657bdaebfb..cb66e37846e6c378d1aa1ce7b8e7724a9012b58b 100644 --- a/landing/lenses/039790.json +++ b/landing/lenses/039790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1015,10 +1015,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1033,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039830.json b/landing/lenses/039830.json index e5610ff8e978c7ac3ba660948e1514f754c798fa..c0ab1578e945dd100c259d6479c32807cbbafe0f 100644 --- a/landing/lenses/039830.json +++ b/landing/lenses/039830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1669,7 +1669,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1691,7 +1691,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1709,8 +1709,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039840.json b/landing/lenses/039840.json index 432198140c19e20b66ce6c400a6c7b2fd0fd5e2a..8591a92e447a5bce92b351be1ba2eb65172cf291 100644 --- a/landing/lenses/039840.json +++ b/landing/lenses/039840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039860.json b/landing/lenses/039860.json index 7954ec0b46b4fd1847c6c6ed9f78c93fede8f1f8..4a49916b8e31ce1a09472f47a81dd099c42d2798 100644 --- a/landing/lenses/039860.json +++ b/landing/lenses/039860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039980.json b/landing/lenses/039980.json index 21a2f2ca556a92ec01e5e6e8bd91ba42684fe11c..d1b5a28a56473f7396a995f470b86bc3909ec505 100644 --- a/landing/lenses/039980.json +++ b/landing/lenses/039980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.49%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040160.json b/landing/lenses/040160.json index b21594b169a761e332485a2459f56fc8dda0039b..7adcdef9c7a2a5ed1a37018f596d73ccae145f0d 100644 --- a/landing/lenses/040160.json +++ b/landing/lenses/040160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040300.json b/landing/lenses/040300.json index 0ec73567ced95c6e1362ed32abb37663ca6920e0..b50aa90d641c3896db01ef4b065424a5760f0d89 100644 --- a/landing/lenses/040300.json +++ b/landing/lenses/040300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040350.json b/landing/lenses/040350.json index 1642c2658a5e017ac0883cd5ad662aec65841d6c..4b71465bcf7c6fdc74cd42f483eee161bacc9966 100644 --- a/landing/lenses/040350.json +++ b/landing/lenses/040350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 14.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 16.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040420.json b/landing/lenses/040420.json index 6b0031fb8b322b14dd5a02eda28544e3c93cdef9..180b2e6586cfc9ba042f6dcc7c5ae8edec786001 100644 --- a/landing/lenses/040420.json +++ b/landing/lenses/040420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040610.json b/landing/lenses/040610.json index b563c87cafbdbbf7de66936f359985e7108c1b3e..de00da852b7f0ae28968f78315d80c4b1a9646f5 100644 --- a/landing/lenses/040610.json +++ b/landing/lenses/040610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040910.json b/landing/lenses/040910.json index a4504e5945d6bd90fe677cbbb311b78d107e2ae9..d53a575fb4571e4ad97c06029463c1ceb9cf5916 100644 --- a/landing/lenses/040910.json +++ b/landing/lenses/040910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/041020.json b/landing/lenses/041020.json index 0fbb083b85e5aec3133f9000a30cb35c933ea774..28cc0931db0fd4744713aee5b3fb6e202f907db6 100644 --- a/landing/lenses/041020.json +++ b/landing/lenses/041020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041190.json b/landing/lenses/041190.json index 4ba70faf3a18182ef1a3c7863487980642615502..0594d176e9e41a51525b2c5c7ecb7a2a003dd791 100644 --- a/landing/lenses/041190.json +++ b/landing/lenses/041190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -103,7 +103,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -164,7 +164,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -408,13 +408,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -533,14 +533,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -660,10 +660,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -686,7 +686,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -699,8 +699,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -720,8 +720,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -731,7 +731,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -748,7 +748,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041440.json b/landing/lenses/041440.json index 263c2c7c4af30e86b5b92c0927e2961f4c2892d6..649967bae3656533e31738c1c1d3d6002596cf49 100644 --- a/landing/lenses/041440.json +++ b/landing/lenses/041440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041460.json b/landing/lenses/041460.json index 11bd69353dc2b94302534d3c52e543ba98e3eb2f..1c1ce3e30703091cdc63ceb6e83375c3184a69a3 100644 --- a/landing/lenses/041460.json +++ b/landing/lenses/041460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/041510.json b/landing/lenses/041510.json index 8aefb21bb2d25cb62b1ee0893721505310cb152f..2f6abf1e8605fc618f9508c70cb737a4aa8c7707 100644 --- a/landing/lenses/041510.json +++ b/landing/lenses/041510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041520.json b/landing/lenses/041520.json index 6405db1b7eccfffbf439c783e3d775049b8da8ce..d0f429992309c31c253a7e21bb5b5f344b6e0349 100644 --- a/landing/lenses/041520.json +++ b/landing/lenses/041520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041590.json b/landing/lenses/041590.json index c46f681207bab465ac8bbf3d350a7c4dc41f2c6b..3af3425bf5fd2106dedaa807ce34cb9c94e8024e 100644 --- a/landing/lenses/041590.json +++ b/landing/lenses/041590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041650.json b/landing/lenses/041650.json index b3461cfd2c7a14ccdfafa5096e21e1cfa7e646dd..33612861e11153ec870a4285ce61f58cdd6a4b03 100644 --- a/landing/lenses/041650.json +++ b/landing/lenses/041650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.60%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041830.json b/landing/lenses/041830.json index 75ed7504d081326e5919cab9a04cd282f7716c84..d3b0b28af5404ebb6d09bff712c73bd46d026ef6 100644 --- a/landing/lenses/041830.json +++ b/landing/lenses/041830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041910.json b/landing/lenses/041910.json index ac23e6892a761baca9fe875ae548714d334cb17f..0413482f77dc5a578a3ffdee9389126d572753cf 100644 --- a/landing/lenses/041910.json +++ b/landing/lenses/041910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041920.json b/landing/lenses/041920.json index f2b8a661fe6561dbfff3f99e4aa3db3551b66a98..baf3aa73de01848e7411fa41b870f75fca7a0ebd 100644 --- a/landing/lenses/041920.json +++ b/landing/lenses/041920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041930.json b/landing/lenses/041930.json index bd67fcb4cb56b3e39547c401b3ac12607b0caaeb..11209bfb00676439d2f0472139b6bb4537d0f0b3 100644 --- a/landing/lenses/041930.json +++ b/landing/lenses/041930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.1, + "grade": "dCR-BBB", + "score": 22.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.06, + "grade": "dCR-BBB", + "score": 23.31, "assumptions": { "scenarioStress": "moderate" } @@ -906,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041960.json b/landing/lenses/041960.json index 30678f41aa21e9e4fa73fbbbe71fe83da3be1733..3d6ce848b0b4ce82bff77051e22111e13dfc9dbf 100644 --- a/landing/lenses/041960.json +++ b/landing/lenses/041960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.62, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.83, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.62, + "score": 40.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.44, + "score": 41.52, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042000.json b/landing/lenses/042000.json index 38e94edfeb7565c82710a39a94dd39c04c76b153..63382606421493ba347168fe51ff7d63d1102c92 100644 --- a/landing/lenses/042000.json +++ b/landing/lenses/042000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1443,88 +1443,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5595753f5e33", - "target": "042000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.629 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042040.json b/landing/lenses/042040.json index c1dd39056daa51ee4d8e1e238e429f49c1dfe33d..8f19e99f3ec959a8eb660e4f374419dab921cd17 100644 --- a/landing/lenses/042040.json +++ b/landing/lenses/042040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1354.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1350.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1218,10 +1218,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,7 +1596,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1618,7 +1618,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1636,8 +1636,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/042110.json b/landing/lenses/042110.json index 90692dcb626007785a6223a08e60517fdcfd6480..b14a4e52df954557b439e11bbb38a1aebab95616 100644 --- a/landing/lenses/042110.json +++ b/landing/lenses/042110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042370.json b/landing/lenses/042370.json index c9507dc95b530090f76ee04963fb43d18f171c1f..bbaa9e17425574818501ecc4c9fe69314fb169f0 100644 --- a/landing/lenses/042370.json +++ b/landing/lenses/042370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -883,19 +883,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -916,8 +916,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -962,17 +962,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1041,7 +1041,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,12 +1321,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7512b46de7da", + "target": "042370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.715 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042420.json b/landing/lenses/042420.json index 80664c81d911e19140d6fd90796bec873c687b4e..a1a1fc20c68ab24ef50e3b121acd510fa8aa664a 100644 --- a/landing/lenses/042420.json +++ b/landing/lenses/042420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/042500.json b/landing/lenses/042500.json index fa1081a10ad73d4413271ee915c699adab5be0c8..17b788180ac89620331aae72b9d3d9c278ad4e76 100644 --- a/landing/lenses/042500.json +++ b/landing/lenses/042500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042510.json b/landing/lenses/042510.json index 319b1c3679f7387cb59e5101ef76fdaef1eeae67..98c9b742e290b656b33796c50651687e6a5d99ea 100644 --- a/landing/lenses/042510.json +++ b/landing/lenses/042510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 11.66, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.01, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 11.66, + "grade": "dCR-A", + "score": 14.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.19, + "grade": "dCR-A", + "score": 14.58, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042520.json b/landing/lenses/042520.json index d68dbeb333dadb8619a86d89133028596de00190..30f29ee227615d07a14a4dcf8389c87415190698 100644 --- a/landing/lenses/042520.json +++ b/landing/lenses/042520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 47.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 52.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 47.46, + "grade": "dCR-BB-", + "score": 52.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 48.68, + "score": 53.34, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -913,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -923,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042600.json b/landing/lenses/042600.json index 12eb68b7bbda214f84f0722395e9e21ebed7fdd5..77f3b0a000152a0a25b5f1a1e5ede9515349f931 100644 --- a/landing/lenses/042600.json +++ b/landing/lenses/042600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042660.json b/landing/lenses/042660.json index 53a4eca8780a38578824590674abe7d8ed5699a7..8acb953ed41d6e65eba2458661be6281b225d0f0 100644 --- a/landing/lenses/042660.json +++ b/landing/lenses/042660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -627,13 +627,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 6.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042670.json b/landing/lenses/042670.json index 4466eaff6c3d8c0ac56a5ca761a308f3df421585..765dcd4712010e46954b2cc7547fa687d5d07672 100644 --- a/landing/lenses/042670.json +++ b/landing/lenses/042670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-26", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-26", "period": "2024", "status": "derived", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-26", "period": "2024", "status": "observed", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1193,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042700.json b/landing/lenses/042700.json index 93c8be1675ae6b0f4262b9376e162269adc8dbde..5cca8be188657d730a521e233de66ab4c57b35dc 100644 --- a/landing/lenses/042700.json +++ b/landing/lenses/042700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042940.json b/landing/lenses/042940.json index 4337912229bd1226d2b4c46883bb9fa6641b6ef5..6931c14b7c7d2c9a3c276c9a6e3147de6b158fe8 100644 --- a/landing/lenses/042940.json +++ b/landing/lenses/042940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043090.json b/landing/lenses/043090.json index 634a7cc634650f5f15ba4e1b812671b08f97adf8..d5bfb0b3b5ba5c57ed4f9ffb2eaf188f6a35cb64 100644 --- a/landing/lenses/043090.json +++ b/landing/lenses/043090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 2302.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 2366.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-07", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043100.json b/landing/lenses/043100.json index 6ec9fbcd1557fee3f7d8e8b8b09e1afec3560edd..e3d4039bf74ef032e760368a49919abc50323fbe 100644 --- a/landing/lenses/043100.json +++ b/landing/lenses/043100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043150.json b/landing/lenses/043150.json index d5615d7b4f77ecc514f0a35dd185123ccbf02fe2..ceddeaa695d008f9c8ba3996f36f21da6b823fa0 100644 --- a/landing/lenses/043150.json +++ b/landing/lenses/043150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043200.json b/landing/lenses/043200.json index 6393fdd4d9492549d6dbc09d80ed69fd346dcf45..9bc1994771dba9066b6917201b42e0b150f2c20e 100644 --- a/landing/lenses/043200.json +++ b/landing/lenses/043200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043220.json b/landing/lenses/043220.json index 9ff7407f4604970de6ff1c4338f424fbc3205688..bd6ed091e69432de7245df3359683bf88072a3f1 100644 --- a/landing/lenses/043220.json +++ b/landing/lenses/043220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-09", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-09", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-09", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043260.json b/landing/lenses/043260.json index 050f9bf463af079d979935dd6072e9debb7590cc..f8eeaed41a6477e6f870ef6794dc2faaa495de69 100644 --- a/landing/lenses/043260.json +++ b/landing/lenses/043260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043340.json b/landing/lenses/043340.json index 372b0f535919df3b10935a47c7941890b6624c53..f143c9943e5e8f6b32d8623ecf16f1148c4f61fe 100644 --- a/landing/lenses/043340.json +++ b/landing/lenses/043340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "채무상환능력 축이 82점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-13", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-13", "period": null, "status": "derived", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-13", "period": null, "status": "observed", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043360.json b/landing/lenses/043360.json index 1bcff992aed3ca00e4f3584d69a22b2334633757..a824c15e9a446aa8ceea6e2dd8f818ffb48d4604 100644 --- a/landing/lenses/043360.json +++ b/landing/lenses/043360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043370.json b/landing/lenses/043370.json index 0987eeeb4d89352b7c7d7df58d188f6690d65284..69f981b5ee08a17d800c02632e4a0979020d1f23 100644 --- a/landing/lenses/043370.json +++ b/landing/lenses/043370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043590.json b/landing/lenses/043590.json index c09611d1b5ed0b13149faa6d9ae525dd14180b72..b771b0cc09965d2113f4a896e373b58d26419acb 100644 --- a/landing/lenses/043590.json +++ b/landing/lenses/043590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.47, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.22, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.47, + "score": 37.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.91, + "score": 37.66, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043610.json b/landing/lenses/043610.json index ae26bec8bd5e2cefd8a0164ed7634ee3865006a8..77f2c56778d2a5547bffe6e6d078e83f50e893a0 100644 --- a/landing/lenses/043610.json +++ b/landing/lenses/043610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-01", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-01", "period": "2025", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-01", "period": "2025", "status": "observed", @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043650.json b/landing/lenses/043650.json index 746e6a4ee63475beb9c223adc6f88aecb0b18483..52700d5c51f593a7989fee5096c5582a31d51428 100644 --- a/landing/lenses/043650.json +++ b/landing/lenses/043650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,10 +1194,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043710.json b/landing/lenses/043710.json index 2182807555d6a2b655e8573f53a1c17b250628d8..82787486e48f3c1b2c8f040b12a8864946e4e06b 100644 --- a/landing/lenses/043710.json +++ b/landing/lenses/043710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.51, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.39, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.51, + "score": 54.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.9, + "score": 54.87, "assumptions": { "scenarioStress": "moderate" } @@ -839,7 +839,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 24.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.96%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043910.json b/landing/lenses/043910.json index fc6e75d3fb5d917c10fb6b6b91b93b8257adeb1c..88056bf94b76d1dc03c7e1ddb2ece042edae5cd4 100644 --- a/landing/lenses/043910.json +++ b/landing/lenses/043910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044060.json b/landing/lenses/044060.json index ddce9a620aee63fb53c5565668485732beae132c..d414cd0f4e3636e5c0a8c140354bbfcda3d9959d 100644 --- a/landing/lenses/044060.json +++ b/landing/lenses/044060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044180.json b/landing/lenses/044180.json index f81659272053a799f113d666ba2945b61e4d5b3f..efdf81fcf6e0d85f7aa15d32d6c63e8dac82b325 100644 --- a/landing/lenses/044180.json +++ b/landing/lenses/044180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 618.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 639.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044340.json b/landing/lenses/044340.json index 4a0247559f7b0982b66fd619eabfaa0a79e2c387..864beeba88ed4c5a3ff3999f4b953c60c4c76d28 100644 --- a/landing/lenses/044340.json +++ b/landing/lenses/044340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044380.json b/landing/lenses/044380.json index d0d34d02b22eb4e743cc3ab9e29417ca2efad04a..64402251b4139d6fdc478926a6b1b713fe3067ab 100644 --- a/landing/lenses/044380.json +++ b/landing/lenses/044380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044450.json b/landing/lenses/044450.json index fda680a170031c8eaee0e2883c324c536b034db6..a7b27aada2ecb8c70598c9998e350ef3950abea8 100644 --- a/landing/lenses/044450.json +++ b/landing/lenses/044450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044480.json b/landing/lenses/044480.json index 7028e38b0098991897d55be5d13049a109dcee1e..b7c3d7fe04c758c37dc6bea5f5e6bbb6406db892 100644 --- a/landing/lenses/044480.json +++ b/landing/lenses/044480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 126.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 142.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,8 +1430,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/044490.json b/landing/lenses/044490.json index 5b767a99b62935b5c30fa5cb990c97708f077d05..06267e57381d47f624edbdfc5fb27a5a6d13c3de 100644 --- a/landing/lenses/044490.json +++ b/landing/lenses/044490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,18 +628,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.41, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.41, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,15 +823,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.41, + "grade": "dCR-A-", + "score": 16.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.08, + "grade": "dCR-A-", + "score": 17.08, "assumptions": { "scenarioStress": "moderate" } @@ -914,10 +914,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044780.json b/landing/lenses/044780.json index 18ccce0369270e475ad86d513700c307de36c9c1..42d64d3403996785b9853d0029c152ec15883460 100644 --- a/landing/lenses/044780.json +++ b/landing/lenses/044780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044820.json b/landing/lenses/044820.json index 4a252b122f5a0c547a8bd5da394b6ac2eed54401..1b680fcd1e2723957dd60fbe60477ba1dd1cbff5 100644 --- a/landing/lenses/044820.json +++ b/landing/lenses/044820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1448,7 +1448,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1470,7 +1470,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1488,8 +1488,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/044960.json b/landing/lenses/044960.json index aebbc27fc86737976d7d68b4258b62fb4a01f6b5..ea01fd6b6ea1d1882a54ea4afd78b511afdc7d77 100644 --- a/landing/lenses/044960.json +++ b/landing/lenses/044960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044990.json b/landing/lenses/044990.json index e165bcd12e18f9e4000577685a7c8a91cac95089..bd2b2d1ce628e3efb8c8d91449dc9256ec80ec80 100644 --- a/landing/lenses/044990.json +++ b/landing/lenses/044990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -695,19 +695,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -721,8 +721,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,8 +754,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -766,17 +766,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -803,7 +803,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -843,7 +843,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -852,7 +852,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -884,10 +884,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045060.json b/landing/lenses/045060.json index bdac8488ed9718790254f6df241eeabad744e9d1..0fd0a665ad2713612f34cd0029a2d16927d14128 100644 --- a/landing/lenses/045060.json +++ b/landing/lenses/045060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045100.json b/landing/lenses/045100.json index a599a8d4b1c3cc07fb02a518151fc49d66d6ddf4..969ffc2971241c4d7d004300855b8a56eeeabc9d 100644 --- a/landing/lenses/045100.json +++ b/landing/lenses/045100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045300.json b/landing/lenses/045300.json index aa90126037f61112884cf1a4cd69adc744942329..8fd1035f7dc6a38040dedb30270771724909cb16 100644 --- a/landing/lenses/045300.json +++ b/landing/lenses/045300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045340.json b/landing/lenses/045340.json index 8e76b909b48699b34a072398ad891bdbcbd7eb4e..2543df8f6e0ecd8e26653983ee48c1aa107f92e2 100644 --- a/landing/lenses/045340.json +++ b/landing/lenses/045340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045390.json b/landing/lenses/045390.json index e0cea6abfb95407fece4e43551b295d25424de5f..0e7b118730c77497e3065ff1624beed03e3648d1 100644 --- a/landing/lenses/045390.json +++ b/landing/lenses/045390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045510.json b/landing/lenses/045510.json index f907c52020844bb33e1b50e48df93496da066f0b..e7b3c43ca8c5d74a76ddeb59c7a1be1eb15a2a2b 100644 --- a/landing/lenses/045510.json +++ b/landing/lenses/045510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045520.json b/landing/lenses/045520.json index bdf6ae27db360bb24bb4f1fa74c8914239e970c9..c96744a8ba52b4f9626e38a80f58248f751fc0c9 100644 --- a/landing/lenses/045520.json +++ b/landing/lenses/045520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 10.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045660.json b/landing/lenses/045660.json index 671c968a079d588bc5c371c674af771e61493393..cada207014ea9a85e0af26fc9f5fa13faf6568aa 100644 --- a/landing/lenses/045660.json +++ b/landing/lenses/045660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045970.json b/landing/lenses/045970.json index 0777fc49111735c2570f5df8efd2b7f9c2706303..1717fd7e58a6c073c8b4f57ceb0b0c24cb3b445e 100644 --- a/landing/lenses/045970.json +++ b/landing/lenses/045970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 15.41%). 최근 주가 하락이 반영된 결과", "D/EBITDA 40.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046070.json b/landing/lenses/046070.json index e69250679ee210ff225d74a6be5388eca5745656..1c7d2c8fb4ddc4b5df2de55aee75a236bc0aaea6 100644 --- a/landing/lenses/046070.json +++ b/landing/lenses/046070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 145.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 148.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 279.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", @@ -1144,7 +1144,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046120.json b/landing/lenses/046120.json index e15da05ec00bfb4d8bfe1df6305e88662a11e16a..549ec53f12c2f9a1db94e01d2fa51c34d2f54435 100644 --- a/landing/lenses/046120.json +++ b/landing/lenses/046120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 17.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046210.json b/landing/lenses/046210.json index 7b2995eb039f453758c2b48d624d27519f4c558c..883aadf6a7cc17285d7290738ce2cf9445bbb234 100644 --- a/landing/lenses/046210.json +++ b/landing/lenses/046210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046310.json b/landing/lenses/046310.json index adafb27124455430e75b13e9ec80b7699ee421e6..47e786f14f7140de7a199655dc99f68ec82cdf7d 100644 --- a/landing/lenses/046310.json +++ b/landing/lenses/046310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/046390.json b/landing/lenses/046390.json index 0bf5dc1dd1c75ef64ed9a18a5f8ec59dbad76281..558566b465083d096d9014f2c3a04bf25f7ba7af 100644 --- a/landing/lenses/046390.json +++ b/landing/lenses/046390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,15 +969,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,88 +1379,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3988cd4587ff", - "target": "046390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.246 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046400.json b/landing/lenses/046400.json index ceaf8b5e1dce7fad3d37d0e23ee800a1208d36d7..161667ce60726e7b5c47d6a3ff6c53c8771e6a1a 100644 --- a/landing/lenses/046400.json +++ b/landing/lenses/046400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,10 +1157,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046440.json b/landing/lenses/046440.json index acc337134841cc500c98e1ac149674cfaac0045e..866d45333d0580d60daa59073591b02f6412ec73 100644 --- a/landing/lenses/046440.json +++ b/landing/lenses/046440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046890.json b/landing/lenses/046890.json index ebb4f858c714a0d2e2dab75318a6035153790de1..0e7a365bb9d9a4cf1b69a1f030d325dd4f87d2cc 100644 --- a/landing/lenses/046890.json +++ b/landing/lenses/046890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046940.json b/landing/lenses/046940.json index 34bf3f442fcc2d6e53af0f1a135cbf36bfa334f7..151d7d15bff25bc106b8ac8556cdab9e9319b9cb 100644 --- a/landing/lenses/046940.json +++ b/landing/lenses/046940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/046970.json b/landing/lenses/046970.json index 4b58d8455c68da788049a2c16b03ab092829df3e..5ee35e2a0e1491c32dc67c304b51db1f694d393c 100644 --- a/landing/lenses/046970.json +++ b/landing/lenses/046970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047040.json b/landing/lenses/047040.json index 3708c72b416d138ec720d25cdbdb46cecd5a92db..cea3e5a731cf3c5fd94488140dfffd489c055e6e 100644 --- a/landing/lenses/047040.json +++ b/landing/lenses/047040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047050.json b/landing/lenses/047050.json index c957870c28937a704142996dcf49608943a6e7ee..e16f798399ec4e1367a77d9bd97885f039a26f12 100644 --- a/landing/lenses/047050.json +++ b/landing/lenses/047050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:adf1f8b86ca8", + "target": "047050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.462 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047080.json b/landing/lenses/047080.json index 99ab398aaa36d754ba1b9a440a3979f97d9ce45f..23413633b7a788e37b4ce4d38b9f525bc7bf81b9 100644 --- a/landing/lenses/047080.json +++ b/landing/lenses/047080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047310.json b/landing/lenses/047310.json index 450538331db010a906a1c34f9a5da101c2480dc8..404439b429977c4ffa8769eaa79ee639a81a66ac 100644 --- a/landing/lenses/047310.json +++ b/landing/lenses/047310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047400.json b/landing/lenses/047400.json index 5ffa888e1157844e46674ad1f3dd874ec88c390a..a520f20763005bc830bda8b41ed85b736b8b0bd2 100644 --- a/landing/lenses/047400.json +++ b/landing/lenses/047400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/047560.json b/landing/lenses/047560.json index 826edbe6465c96da204600d014618706b8b51b5e..495453af54d6fd7251fe194d681448f9ecd339ad 100644 --- a/landing/lenses/047560.json +++ b/landing/lenses/047560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047730.json b/landing/lenses/047730.json index cce07522f7defac3a3b3ad98e7a3d82601954fbf..569a4893c65ae622945da77c69d7f59b58beedd8 100644 --- a/landing/lenses/047730.json +++ b/landing/lenses/047730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047770.json b/landing/lenses/047770.json index c06115ce9ad3831f61fcb7abe0eff66a429f743f..455e6e3f5efbeb4509511a8bc3c17cc7d1950dc2 100644 --- a/landing/lenses/047770.json +++ b/landing/lenses/047770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047810.json b/landing/lenses/047810.json index d2b309ebe3d96349fd5e12f93ffcb36c8016ff93..005d75f1b5beca99ba889549b1dde3bd64fd139c 100644 --- a/landing/lenses/047810.json +++ b/landing/lenses/047810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": { "totalNotch": 1, "reasons": [ - "시가총액 11조" + "시가총액 10조" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/047820.json b/landing/lenses/047820.json index 2c37884ed5a9a95edc484e8face5e6910587dfae..99d5e55b08f832e21b4a818523b65256b41bf203 100644 --- a/landing/lenses/047820.json +++ b/landing/lenses/047820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047920.json b/landing/lenses/047920.json index 20b244c5123b028a9a43cb2d8a336a834722b7a5..34f024ec566324042e2b77609614ce72027130c9 100644 --- a/landing/lenses/047920.json +++ b/landing/lenses/047920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048260.json b/landing/lenses/048260.json index 4844f96657d195545b863665b917796a736b1f80..826963102d418e11a4948ea0714a691f2c16d603 100644 --- a/landing/lenses/048260.json +++ b/landing/lenses/048260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048410.json b/landing/lenses/048410.json index 762374b874131af489dfd0bb3bea95925450a081..22f7342628bb724b581c0d995dab7584ca074cee 100644 --- a/landing/lenses/048410.json +++ b/landing/lenses/048410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048430.json b/landing/lenses/048430.json index 3773e98dd323f85b21859c11f60acdb2ac8221df..1a65d78313c24e1b9db426192b7feb5a4f592ddb 100644 --- a/landing/lenses/048430.json +++ b/landing/lenses/048430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048470.json b/landing/lenses/048470.json index 99019aaee3876dd2f3f8c03925b20be355351883..8b8cdfa2bc435d8c1acbc2e6427e811a6dcaa504 100644 --- a/landing/lenses/048470.json +++ b/landing/lenses/048470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048530.json b/landing/lenses/048530.json index 5ed915ad8fba82e8bccc08f81f8f8b8a3e4fd637..882c6a1e7123c6a67eb966aa49bf73446534ef15 100644 --- a/landing/lenses/048530.json +++ b/landing/lenses/048530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.91, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.66, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.91, + "score": 33.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.92, + "score": 33.67, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c466352963d8", + "target": "048530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.638 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048550.json b/landing/lenses/048550.json index 95e186a26b70339affc349ecfa4a08534d14af0a..6546121a895c78a02c0199963aa8d4aed2d3f19b 100644 --- a/landing/lenses/048550.json +++ b/landing/lenses/048550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048770.json b/landing/lenses/048770.json index 87ef9fc48685c5f585dd734503290a9abad3a50d..1602b65494ea9aed45d2fb1a7eb196877a47a0fc 100644 --- a/landing/lenses/048770.json +++ b/landing/lenses/048770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048830.json b/landing/lenses/048830.json index b245203f20b2039f802de506451984a9b253f9e5..50b17f2cbefd0eebf438edf0a0132ddf01bf420f 100644 --- a/landing/lenses/048830.json +++ b/landing/lenses/048830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 15.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 15.88, + "score": 13.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 16.87, + "grade": "dCR-A", + "score": 14.35, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -916,7 +911,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048870.json b/landing/lenses/048870.json index e9b7ce262d567bd032a38ad3cc9488ca9c59a4b6..2043f225613bd44f1db08dd5ee29de34b64ea48f 100644 --- a/landing/lenses/048870.json +++ b/landing/lenses/048870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/048910.json b/landing/lenses/048910.json index 3ecd0895e89b3cffb375de8319a6d4747a15a9b5..91dd6e0ae3c9cd88e3e35d302a9a9e82faaf5fff 100644 --- a/landing/lenses/048910.json +++ b/landing/lenses/048910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049070.json b/landing/lenses/049070.json index ce82dd16b1dc3df41e8cb89b2ae3ccc576535104..94d308c641fc694b6df34fed3e16b300da756366 100644 --- a/landing/lenses/049070.json +++ b/landing/lenses/049070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.26%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049080.json b/landing/lenses/049080.json index 9e6e0f7471527dfdabf00cc91677bb4571e98f0c..2835de36980bd3618df31ac7ac72cba2e884f0f6 100644 --- a/landing/lenses/049080.json +++ b/landing/lenses/049080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.83, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.08, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.83, + "grade": "dCR-BB", + "score": 37.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.69, + "grade": "dCR-BB", + "score": 37.94, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049120.json b/landing/lenses/049120.json index 06688c538c5089d191a577fa26f99f0e99afd304..60d6e232ba48c57704c339f184d4b0b828aa93b4 100644 --- a/landing/lenses/049120.json +++ b/landing/lenses/049120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049130.json b/landing/lenses/049130.json index 994629620074b2c72a9b537a6b8110c02fc7f476..78f659dc91d40fadf9c2d3105cc13981abc694c2 100644 --- a/landing/lenses/049130.json +++ b/landing/lenses/049130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049180.json b/landing/lenses/049180.json index 4356d1e23c74f17459b9880f9b0c6440c5ab448d..ffdcf8184f7cd1ec84788a19b5880c7b74c1f200 100644 --- a/landing/lenses/049180.json +++ b/landing/lenses/049180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 61.10, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 58.10, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 61.1, + "score": 58.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 61.94, + "score": 58.94, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049430.json b/landing/lenses/049430.json index 41855dc16f5ba0bf8040150c18b89e9e5c695fcd..cf82c6f2183a617fa3ba3ad9328bd95f58cdde49 100644 --- a/landing/lenses/049430.json +++ b/landing/lenses/049430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049470.json b/landing/lenses/049470.json index 6ff0cdc8e36c63247d7d93d3436c4c970f1a511d..b0b300a59d20791f8bf9ce59fe3ed268550e4593 100644 --- a/landing/lenses/049470.json +++ b/landing/lenses/049470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049480.json b/landing/lenses/049480.json index 015bbfa615954960c00068bd66b2c683d6a5b83d..61b1895e9a895ad4a56e3656e02aec3ad3e01c3d 100644 --- a/landing/lenses/049480.json +++ b/landing/lenses/049480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fb60151cb112", + "target": "049480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.549 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049520.json b/landing/lenses/049520.json index c6f9f2a637f140a90135c4fdcc347319004828c4..055a80cd0502099802c46a0245366a5c296e3e4d 100644 --- a/landing/lenses/049520.json +++ b/landing/lenses/049520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049550.json b/landing/lenses/049550.json index 5c19eb7559616edae2c19226216cf08aa868b588..2309d0f80a89951ed53beefe303aed1199be3bf4 100644 --- a/landing/lenses/049550.json +++ b/landing/lenses/049550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049630.json b/landing/lenses/049630.json index 0461157838cadb5aef241b2ddf8fb7d4d16ad5e7..49a00f843135777bd5bae609214f0a0181034493 100644 --- a/landing/lenses/049630.json +++ b/landing/lenses/049630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049720.json b/landing/lenses/049720.json index 86a4f2fbb75711e0ac6ebe998d7039c698859a2e..f1062ce69df0b423bd92ec4e9b5c514f9827439a 100644 --- a/landing/lenses/049720.json +++ b/landing/lenses/049720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/049770.json b/landing/lenses/049770.json index 1d9e35dbd9c5c7b458e05fafd9086719361e09a3..66e574941aba25e727b63b29b0b19cf7222d687a 100644 --- a/landing/lenses/049770.json +++ b/landing/lenses/049770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049800.json b/landing/lenses/049800.json index c9071f0e7794898d7570577c58d608bfb2bbf107..602921a9ccf51782ac9937cbdd524b2da77570ab 100644 --- a/landing/lenses/049800.json +++ b/landing/lenses/049800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049830.json b/landing/lenses/049830.json index ad11253e4f6d8f4f21585511377dbe3c5732c4e0..087b72ffceabc0e660f0c85ccf134a11fd3d3fd1 100644 --- a/landing/lenses/049830.json +++ b/landing/lenses/049830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1260,10 +1260,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049950.json b/landing/lenses/049950.json index 13f5d85225fc09660ee3561c4a50748e52a668fc..604ffa66813b17968a3c19cd97e1379783fa4d92 100644 --- a/landing/lenses/049950.json +++ b/landing/lenses/049950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049960.json b/landing/lenses/049960.json index cc1eec4ad47e8f9c55d8b29369630810ecde9266..e7740a4022ef8ca3d38f8a5db36d45237cdcc705 100644 --- a/landing/lenses/049960.json +++ b/landing/lenses/049960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050090.json b/landing/lenses/050090.json index b3b5af80c5bb164f38e20214e13cf0b978488dd8..f538f7245288acbd9375d7fe11995cd1414e25bb 100644 --- a/landing/lenses/050090.json +++ b/landing/lenses/050090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -934,7 +934,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-01", "period": null, "status": "derived", @@ -954,7 +954,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-01", "period": null, "status": "observed", @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050110.json b/landing/lenses/050110.json index 4fb2d27bebd7c4b98f3974937e80908f73abc4d4..f481d9d762638192dc2a966685c9b1c428e490ed 100644 --- a/landing/lenses/050110.json +++ b/landing/lenses/050110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050120.json b/landing/lenses/050120.json index 398d7fe2a447868113561036cb95b92f9a754d4a..a7f491a50b0157727423e4826690b6d9d7318f53 100644 --- a/landing/lenses/050120.json +++ b/landing/lenses/050120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,10 +1190,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050540.json b/landing/lenses/050540.json index 16980f006990e486eea52097dfc7e4a1ce5e4e12..f855fcd89b2bdb8a0bff3b66d5021c64043d1e5b 100644 --- a/landing/lenses/050540.json +++ b/landing/lenses/050540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050760.json b/landing/lenses/050760.json index ff4ee7e95fbfc563bdbc0fd4483e3e8149871db2..3ce95a3437228fc96f04692f36e4305ed959f8b2 100644 --- a/landing/lenses/050760.json +++ b/landing/lenses/050760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/050860.json b/landing/lenses/050860.json index 64b5a355aca7fe9998b4a50b58cc99ca834e7e48..319355bd468edfdfc64fc3e976f95d932f202fad 100644 --- a/landing/lenses/050860.json +++ b/landing/lenses/050860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,10 +1081,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050890.json b/landing/lenses/050890.json index 45e35fadfdec26096dbc778fcdb899fdeb5894f9..f1663850145ecfef1d4005feeb67f16fe80379d3 100644 --- a/landing/lenses/050890.json +++ b/landing/lenses/050890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050960.json b/landing/lenses/050960.json index 0f58677cfbfc7e634fc45c07c599f23902082f28..f0e3ab9530f77ec79c6a3494efc78c0039378538 100644 --- a/landing/lenses/050960.json +++ b/landing/lenses/050960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051160.json b/landing/lenses/051160.json index c9149c02bbb40750982041fc7a8ecc0466af8594..f06678fbfc2ed4f502bc10515036ac0a3bc152b3 100644 --- a/landing/lenses/051160.json +++ b/landing/lenses/051160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051310.json b/landing/lenses/051310.json index 1ec128143b91e3caa6ffc1da1a72377e2de34341..28a09e2810e348986163681dbaff56fca8b2deee 100644 --- a/landing/lenses/051310.json +++ b/landing/lenses/051310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051360.json b/landing/lenses/051360.json index a5024a927db546fdac9f555adce60675dcef22e3..08e9411e5b813ee331506196a9d0997c996a85af 100644 --- a/landing/lenses/051360.json +++ b/landing/lenses/051360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051370.json b/landing/lenses/051370.json index 42c44309dd860e4e6968c92a822b1ec9f4b19e4c..341c9b0caa1e9379bfbd3a7278b231a7097d7632 100644 --- a/landing/lenses/051370.json +++ b/landing/lenses/051370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.16%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051380.json b/landing/lenses/051380.json index a77787e7a98b895d0d3b94d675b1c20a8b7d22d6..e9db5b6ae1377e5a07dc45d3847d080113fa1e8b 100644 --- a/landing/lenses/051380.json +++ b/landing/lenses/051380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051390.json b/landing/lenses/051390.json index 056ff8f9febaa2d7dc43143d04df4d586d58a797..b4e7c433f2fcc069bbba8cbf7bd1bf1e438c5478 100644 --- a/landing/lenses/051390.json +++ b/landing/lenses/051390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051490.json b/landing/lenses/051490.json index 935efe528611cadf1e8f9f1204cef4b515a03369..01f9c39558e22833c5d24a7785e1baac74516302 100644 --- a/landing/lenses/051490.json +++ b/landing/lenses/051490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.20, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.22, + "grade": "dCR-BB", + "score": 38.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.17, + "grade": "dCR-BB", + "score": 39.32, "assumptions": { "scenarioStress": "moderate" } @@ -906,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 72.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051500.json b/landing/lenses/051500.json index 2da5a81fe1e708bd64de54789e27ac4e2b2d9003..35de665587f132145cfc879e4bd25920262dccfb 100644 --- a/landing/lenses/051500.json +++ b/landing/lenses/051500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1557,12 +1557,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9e4d88919867", + "target": "051500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.43 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/051600.json b/landing/lenses/051600.json index ed36bb1b371ef9328889288db04e8d3980988c71..9357d4f26635b377e819fa74d2afec31cbb89b60 100644 --- a/landing/lenses/051600.json +++ b/landing/lenses/051600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051630.json b/landing/lenses/051630.json index 4845e9c706a236b17d97266518cb388f003ac0a9..9eb95ea870a40f4f664e13136815318636438925 100644 --- a/landing/lenses/051630.json +++ b/landing/lenses/051630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.01, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.82, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -825,15 +825,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.01, + "grade": "dCR-BB+", + "score": 36.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.59, + "score": 37.44, "assumptions": { "scenarioStress": "moderate" } @@ -849,6 +849,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -916,11 +921,10 @@ "weightCoverage": 85.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 17.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1057,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1076,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1216,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1247,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1265,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051780.json b/landing/lenses/051780.json index 6b75c893454bd07f9b33ccc4c03b6c9d0c27628b..a9311498409d02599865d01a5963b94776f5149f 100644 --- a/landing/lenses/051780.json +++ b/landing/lenses/051780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 108.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 3830.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051900.json b/landing/lenses/051900.json index 49bcdb57df4f6040c702979fc842ae7f9528f968..fd6d66934170d333a980183e843833a656dbe503 100644 --- a/landing/lenses/051900.json +++ b/landing/lenses/051900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051910.json b/landing/lenses/051910.json index 484693685eef1a1dc5cbef25af4e98490331cb15..d83ee829d56ac1cbb04f881cf0b0c343a3925a43 100644 --- a/landing/lenses/051910.json +++ b/landing/lenses/051910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,13 +914,13 @@ "중대형기업 (매출 46조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 12조" + "시가총액 11조" ] }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 8.17%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051980.json b/landing/lenses/051980.json index f5ef821ce03ca726a72ad6b69ca45edc555a1351..7f1dd78913a0b740357a72c4900a973cb1332a98 100644 --- a/landing/lenses/051980.json +++ b/landing/lenses/051980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052020.json b/landing/lenses/052020.json index 33e17dbcdd591f9d2e00c93879cb36727100bf17..bdd783e1b139a32c65f773b4bfd33847f3e5717e 100644 --- a/landing/lenses/052020.json +++ b/landing/lenses/052020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052190.json b/landing/lenses/052190.json index b338c3b36a37f2dccabb91aeeab5aab47aae6491..ef10857db5733044cd4e1048a7199a423c856904 100644 --- a/landing/lenses/052190.json +++ b/landing/lenses/052190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052220.json b/landing/lenses/052220.json index f0707d856225024c6e32f7b3b03e7362948f6148..f1f30156866cc6709f2560608086d5ff232d3e43 100644 --- a/landing/lenses/052220.json +++ b/landing/lenses/052220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052260.json b/landing/lenses/052260.json index 5ecd5aaef65f6144ff2924ec9fef14bd5940fdd8..3405b159b81e8926a8a9eac14e358fd41ca09fe7 100644 --- a/landing/lenses/052260.json +++ b/landing/lenses/052260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052270.json b/landing/lenses/052270.json index 40bc2e9996673679e3ac2078892854665baa16d5..67041c5039409f22bf17fd7b7b6379aeda7815bc 100644 --- a/landing/lenses/052270.json +++ b/landing/lenses/052270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052300.json b/landing/lenses/052300.json index 0f0187362894d901a9b12747b5fce45c4103f45a..ad137677685da7b87520ab547b704dac63009848 100644 --- a/landing/lenses/052300.json +++ b/landing/lenses/052300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052330.json b/landing/lenses/052330.json index 7b35010885b525cf36f7c769b93015f970fab1dd..dfc7ed27b5b34ec760139a60359de258327c0484 100644 --- a/landing/lenses/052330.json +++ b/landing/lenses/052330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052400.json b/landing/lenses/052400.json index ac1f898633d71be533bacafa4ed97e42b39a834f..75dbfcec3d6dfec5263f308abaf0c3a3507084dc 100644 --- a/landing/lenses/052400.json +++ b/landing/lenses/052400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/052420.json b/landing/lenses/052420.json index e638ab197f267489f3850a80b3b0459a573bd303..bdb791a4b207fccd314e19cd1a2aad9486bf33fd 100644 --- a/landing/lenses/052420.json +++ b/landing/lenses/052420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052460.json b/landing/lenses/052460.json index a67c5f45dcd51648f6b5f58a7c53538136c9145d..60ec0425dcb470c0f6be7180b714a449d0d27f4f 100644 --- a/landing/lenses/052460.json +++ b/landing/lenses/052460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052600.json b/landing/lenses/052600.json index d363418d2bb21238a7dc93ffecc0cdc4c8bfd4e5..2e7c163af1fadd1caf3bb06ed377cc2ca2c42e7c 100644 --- a/landing/lenses/052600.json +++ b/landing/lenses/052600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052670.json b/landing/lenses/052670.json index a32b38a4f3044984a9b79bc5d39c2867e29ea47a..5fbd7022919e8e3b8d4e355d39361bfe662c4fb9 100644 --- a/landing/lenses/052670.json +++ b/landing/lenses/052670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-20", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-20", "period": null, "status": "derived", @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-20", "period": null, "status": "observed", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052690.json b/landing/lenses/052690.json index a0a1cbe760d7bdd7e3c26b55134f3ad8ba9c753b..f83357ee7ce3b2d9771abe87e0fa4f61f6ebe16c 100644 --- a/landing/lenses/052690.json +++ b/landing/lenses/052690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,7 +1457,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1479,7 +1479,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1497,8 +1497,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052710.json b/landing/lenses/052710.json index 7db709bee6a6fd7c25fd9f4c5a95748334391011..8734f612e8926fba06f1b174766dc37af26a672b 100644 --- a/landing/lenses/052710.json +++ b/landing/lenses/052710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052770.json b/landing/lenses/052770.json index b6f8502e9e2c37b1fd64c7923736e5b0ed50a9f2..0085f1a40236245f26c46a52be25dcb960a2c8e3 100644 --- a/landing/lenses/052770.json +++ b/landing/lenses/052770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 645.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 667.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052790.json b/landing/lenses/052790.json index 6927c7b75f4e53a9d1a036c89446ee22ef994475..3cd8c043e10d13141f9c0fe92d9380c39a9e210b 100644 --- a/landing/lenses/052790.json +++ b/landing/lenses/052790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052860.json b/landing/lenses/052860.json index aad1021eda37c248b98399f12a80c4b216ef26d4..9e1b5ad5665260f4982caf2fc7f1d2cce56224b2 100644 --- a/landing/lenses/052860.json +++ b/landing/lenses/052860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.69, + "grade": "dCR-A+", + "score": 10.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.43, + "grade": "dCR-A+", + "score": 11.75, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052900.json b/landing/lenses/052900.json index 5149cbebb1671bff5827583c6888a2c2dde25b67..4b2cd42769260eb172f3392547edaf8252e070eb 100644 --- a/landing/lenses/052900.json +++ b/landing/lenses/052900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1662,88 +1662,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:74428f67d4cc", - "target": "052900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053030.json b/landing/lenses/053030.json index 4f8804279389d7c7001c8184af00458db0a0fa86..56da292c76d8725a34fc8cf6df18412739b7eaf5 100644 --- a/landing/lenses/053030.json +++ b/landing/lenses/053030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 86점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053050.json b/landing/lenses/053050.json index b6e201dc8d5a52c30ab10ae3c368f5fa985a8631..a4482862d2e7ffab0839b1da609e22a6cc5002f6 100644 --- a/landing/lenses/053050.json +++ b/landing/lenses/053050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053060.json b/landing/lenses/053060.json index eb4262f582c77cb20b9421f667cb98d8ba67047c..de0b3646ba8a00bf4d4c63ddaee6b9d06d22994b 100644 --- a/landing/lenses/053060.json +++ b/landing/lenses/053060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 22.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 22.71, + "grade": "dCR-BBB+", + "score": 20.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 23.87, + "grade": "dCR-BBB+", + "score": 21.62, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,8 +1552,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053080.json b/landing/lenses/053080.json index 72b3505e095c7027e75e27d74518b14a0eaf7566..ec1b57b8efec6a5d469e60ea5f4175f5b2c57224 100644 --- a/landing/lenses/053080.json +++ b/landing/lenses/053080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 17.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 17.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053160.json b/landing/lenses/053160.json index e1c34528f9e531aaa20a344b300400607e30bf8d..b2aed70fd80851ee021f3caa8fed0821c5260c87 100644 --- a/landing/lenses/053160.json +++ b/landing/lenses/053160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053210.json b/landing/lenses/053210.json index 9f665a9b915f18d2cd7d837ce90aa87027fa683c..d7dafaec0d7f8a3bde80663ec48161f5196c5d73 100644 --- a/landing/lenses/053210.json +++ b/landing/lenses/053210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053260.json b/landing/lenses/053260.json index 2f9ca77f9bf3b60002fc1f4fdebd0408731f9c5f..5055a422ecaa5a21f904bdf357e3cd14fc438271 100644 --- a/landing/lenses/053260.json +++ b/landing/lenses/053260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053270.json b/landing/lenses/053270.json index 9ff9e58065062e1278df04c24eedadbbc4ac2c81..55c55670d57adcfbf87647098404f47aeed16286 100644 --- a/landing/lenses/053270.json +++ b/landing/lenses/053270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053280.json b/landing/lenses/053280.json index eba60cad16caab83059ac333545c7c8b33375b1d..e870fbf0fb31dd4a2d296505f96fa7a837e15149 100644 --- a/landing/lenses/053280.json +++ b/landing/lenses/053280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053290.json b/landing/lenses/053290.json index 2918133643c56dbd5c978cb94d94feda52ae391c..12f24a06f592e2c48868aedb3a7e194ae3d52f22 100644 --- a/landing/lenses/053290.json +++ b/landing/lenses/053290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053300.json b/landing/lenses/053300.json index 74166023220f6d05d95d1e07dd3c3f1e0205f10f..6ef939f1fa7c88a4e3f5da5086381a54acbe2fb4 100644 --- a/landing/lenses/053300.json +++ b/landing/lenses/053300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053350.json b/landing/lenses/053350.json index bac509ef3803245d460d77a96247b4a6a96a83be..b8900c2eb5d21c429e55e7d5f171229b72b08e4b 100644 --- a/landing/lenses/053350.json +++ b/landing/lenses/053350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053450.json b/landing/lenses/053450.json index 595425d6f551fb5491ca229fe156096c6bb198ab..f123566d2d789ecd7fc0b8d6ae7dc6185bfe5035 100644 --- a/landing/lenses/053450.json +++ b/landing/lenses/053450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a31942ee1bd6", - "target": "053450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053580.json b/landing/lenses/053580.json index de08e0e73f0d9a0abb8650a09c9fb691b0c48a75..a3040f5772a4b9b4665c9adf11e4a86bf894c4cf 100644 --- a/landing/lenses/053580.json +++ b/landing/lenses/053580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1174,10 +1174,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1193,10 +1193,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053610.json b/landing/lenses/053610.json index 4c0d441d1c96504fcde13cc9717d88c6cca13b78..e74df2b4e5e9918c3dd0e3edd1f7a10cc56c3aa0 100644 --- a/landing/lenses/053610.json +++ b/landing/lenses/053610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053620.json b/landing/lenses/053620.json index 68e2e33111eb620a8301753e6d0a73555ccc2861..88d9c8febe09a42fe7174256dc746c1ae0351c20 100644 --- a/landing/lenses/053620.json +++ b/landing/lenses/053620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053690.json b/landing/lenses/053690.json index d14ed9b29f66bbb540e18e24491c9e841a199964..fe2746c71fce3c3798dce5cb5b3c41df0724f8aa 100644 --- a/landing/lenses/053690.json +++ b/landing/lenses/053690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053700.json b/landing/lenses/053700.json index af1e3a65776e3454105e2ac3744c656ae2cb1274..8bcc2fba9ac6efd8f614ef6df365db3859f49838 100644 --- a/landing/lenses/053700.json +++ b/landing/lenses/053700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1609,7 +1609,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1631,7 +1631,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1649,8 +1649,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/053800.json b/landing/lenses/053800.json index e11fea08e39c8dc6fa4f223517fd23221afef35b..82f468c0646cb236c346d2cc4ffe81d8c11798c4 100644 --- a/landing/lenses/053800.json +++ b/landing/lenses/053800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053950.json b/landing/lenses/053950.json index 97cb89405ded006da67b4e2292a74008f41627e6..f1a5b57232ae081356dd3c635d8ac96dd6d1261c 100644 --- a/landing/lenses/053950.json +++ b/landing/lenses/053950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053980.json b/landing/lenses/053980.json index f6168cddab508b28f81ed7a53842e1ef2bbe7a09..857c421e4c949b8c27a212fe93858fa8940675a1 100644 --- a/landing/lenses/053980.json +++ b/landing/lenses/053980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054040.json b/landing/lenses/054040.json index acefc31c1cce5a768daa2cd3b70d092355552cce..8d165ff719758f24d0b2a7f8e4cc016b222a6401 100644 --- a/landing/lenses/054040.json +++ b/landing/lenses/054040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054050.json b/landing/lenses/054050.json index 256d877de10c34b57e81ff1d898b6ea59c8efa8e..9b0e97438c6d39ee094d26aca9db58700409abef 100644 --- a/landing/lenses/054050.json +++ b/landing/lenses/054050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054090.json b/landing/lenses/054090.json index d4bde7adb68e2396c8fe47e725842f26450099c1..5ffaa316e05ac46ff9cf7af20a7f8e1b884f012d 100644 --- a/landing/lenses/054090.json +++ b/landing/lenses/054090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054180.json b/landing/lenses/054180.json index 2a7e3ae6cbcb6ae3e798492e659d3f8c1ebdb776..9623b493b2f972e0e7e12ab45f6d529d1974be6d 100644 --- a/landing/lenses/054180.json +++ b/landing/lenses/054180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054210.json b/landing/lenses/054210.json index 7721ee87461535b01f73263e7cebfd2506025cf1..3cfb6595635d05c46c3cc4f76132ef0a9402eb49 100644 --- a/landing/lenses/054210.json +++ b/landing/lenses/054210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054220.json b/landing/lenses/054220.json index 2c278a22f81738250d8652fc58f32abe0188ba8f..bdf64efd75ffb2a107553e0c319c40f4585dd0b2 100644 --- a/landing/lenses/054220.json +++ b/landing/lenses/054220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -834,7 +834,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 102.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1057,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,12 +1380,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0a7c94a0666a", + "target": "054220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054300.json b/landing/lenses/054300.json index af4e0b428203e713f22e8beb9a000516a704f140..d33978f8a6cba7d41a459db5d01eda488a26890c 100644 --- a/landing/lenses/054300.json +++ b/landing/lenses/054300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -927,7 +927,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054340.json b/landing/lenses/054340.json index 2d5cecb5afe415b7824c2e430fc307f48a5cd81d..dba8c691e61233ee0096d9b0a92916d13c994753 100644 --- a/landing/lenses/054340.json +++ b/landing/lenses/054340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054410.json b/landing/lenses/054410.json index 7dfe9650a5ef8ddd7c8c563f80fb60bbefe899b2..4e03d9cf374469c7625327ab916b2f056dc23ed4 100644 --- a/landing/lenses/054410.json +++ b/landing/lenses/054410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 39.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 43.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 39.66, + "grade": "dCR-BB+", + "score": 43.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 40.0, + "grade": "dCR-BB+", + "score": 44.0, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -916,6 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.99%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054450.json b/landing/lenses/054450.json index b7464ddb91459aa5e6f68f2911a2abd2c26adb98..d7b88e7dd4b68c8bbed23363e807cc4f4d849d4f 100644 --- a/landing/lenses/054450.json +++ b/landing/lenses/054450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 13.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 14.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054540.json b/landing/lenses/054540.json index c1173c47e16f8002761699fe5a7fd69c1d561799..90100f99bf79b71e763c3d407b6ab9e9cb34a1c4 100644 --- a/landing/lenses/054540.json +++ b/landing/lenses/054540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054620.json b/landing/lenses/054620.json index e2cf8597725d8d5c808a6518f8cfb62ce8a7e0a3..85b52805d0d82f817e985dc821760c51dfe92ac3 100644 --- a/landing/lenses/054620.json +++ b/landing/lenses/054620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -703,14 +703,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -876,7 +876,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -916,10 +916,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -929,7 +929,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054630.json b/landing/lenses/054630.json index afca3bad47c9a7c30561629ff4c4423a3dfd4d34..2395848f6440be35872796b3d318cb9826d3ff9e 100644 --- a/landing/lenses/054630.json +++ b/landing/lenses/054630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,10 +1191,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054670.json b/landing/lenses/054670.json index 283c8babfd29496877cdfa31390a0bd0a655ce27..2f400179e1a577586d4da8a5e03ba3b9f4713066 100644 --- a/landing/lenses/054670.json +++ b/landing/lenses/054670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054780.json b/landing/lenses/054780.json index 499521b7af0e05a582d520c79a03a5a51e138677..017847d354bf466cdaf98951af44162f24fb050e 100644 --- a/landing/lenses/054780.json +++ b/landing/lenses/054780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054800.json b/landing/lenses/054800.json index 129c2ea1f2d6f9d4ee9b4d005c2402c84269e231..5303019af94dcd27c88ea5442674b4101ace9cc7 100644 --- a/landing/lenses/054800.json +++ b/landing/lenses/054800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,7 +1673,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1695,7 +1695,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1713,15 +1713,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/054920.json b/landing/lenses/054920.json index 700c15228bb60ec4649a357e9872de81672f8ebf..cab502b265e38f6144c514717f0549fe2f873f14 100644 --- a/landing/lenses/054920.json +++ b/landing/lenses/054920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8d1959fdfd1d", + "target": "054920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054930.json b/landing/lenses/054930.json index da41db6e7a5623db935694ce7c294b1c343e9e7f..0c076b59441d89a105d39b9da86b0691e734552b 100644 --- a/landing/lenses/054930.json +++ b/landing/lenses/054930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.48, + "score": 24.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.65, + "score": 25.9, "assumptions": { "scenarioStress": "moderate" } @@ -911,6 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054940.json b/landing/lenses/054940.json index da9d817618b6e19f1d3e00db77841e8377898af8..0df0e55364523e71ff16f99d3f08b2573a560e0b 100644 --- a/landing/lenses/054940.json +++ b/landing/lenses/054940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054950.json b/landing/lenses/054950.json index 5defd8f38b522246204881918eebe278dc95ec6b..e0d1985236409d50ccc95a5b6a38cfb48e058048 100644 --- a/landing/lenses/054950.json +++ b/landing/lenses/054950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/055490.json b/landing/lenses/055490.json index 7a2dfb4619c3d94f64708f1067754918d3648817..ee394bddad00b479d690270ae7b473c7833b0d7d 100644 --- a/landing/lenses/055490.json +++ b/landing/lenses/055490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055550.json b/landing/lenses/055550.json index b9b18b38f21aaadc59ed7809d4f6520c1ffaa40c..dad1fa41132fea509dfcaa4d9706f4d815c6f576 100644 --- a/landing/lenses/055550.json +++ b/landing/lenses/055550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056080.json b/landing/lenses/056080.json index 30156f7204ca0fc6882f07dc419a888fc927a6d0..d3e2531f9bba7f625efe3e7ce564c2301cda361a 100644 --- a/landing/lenses/056080.json +++ b/landing/lenses/056080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -847,7 +847,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056090.json b/landing/lenses/056090.json index 42327961151807441d870f8632907b9e5873b096..b0f3096223a3cf45f976409113247c7110fd685c 100644 --- a/landing/lenses/056090.json +++ b/landing/lenses/056090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/056190.json b/landing/lenses/056190.json index fd51ee0c1cbb72cefcf85ed165acba2cd9ab8a96..6dbf9256bb5601523c574d417ee1c176a42e1f13 100644 --- a/landing/lenses/056190.json +++ b/landing/lenses/056190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056360.json b/landing/lenses/056360.json index 6d79af743a10264bf1eadc56f7df65d76499a035..d6bc5c9dac4b335a4d095027dbb03638e1cc93d0 100644 --- a/landing/lenses/056360.json +++ b/landing/lenses/056360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 39.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056700.json b/landing/lenses/056700.json index 0da114664dffceb685f97a7ab19d96fd69188942..afc9df0d8f28fa4a36b059b33d9f0440f074d609 100644 --- a/landing/lenses/056700.json +++ b/landing/lenses/056700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/056730.json b/landing/lenses/056730.json index 26c049863715bdf7bd48c0e5e4b9d24250a6111e..4feff102d84999e3c9cab31f965a851d567b3f0b 100644 --- a/landing/lenses/056730.json +++ b/landing/lenses/056730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057030.json b/landing/lenses/057030.json index 1ce6582119af4c83f8fcf2eeb2976bb93e7e2252..fff8382971c97a899c09e1bd3cb45050a9c9ccc9 100644 --- a/landing/lenses/057030.json +++ b/landing/lenses/057030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057050.json b/landing/lenses/057050.json index 84b5351ff74faf78f41e58ac038045198d391baf..f157be400750a55cea0f2555a66ba0f7da41410d 100644 --- a/landing/lenses/057050.json +++ b/landing/lenses/057050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057540.json b/landing/lenses/057540.json index f4858eab683450c1fe1b0137a9f1c1c497979cf8..01328f5a839b9dc84c095a3691a39108c1e3286a 100644 --- a/landing/lenses/057540.json +++ b/landing/lenses/057540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 17.05, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.65, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 17.05, + "score": 18.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.63, + "grade": "dCR-BBB+", + "score": 19.33, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-09-22", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-22", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-22", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-22", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057680.json b/landing/lenses/057680.json index 7d3ac7cbd96ee8e2fb1698703a3f11592c4d637e..5152fd17fd3b100bd653775efe480450ca9f44bc 100644 --- a/landing/lenses/057680.json +++ b/landing/lenses/057680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057880.json b/landing/lenses/057880.json index c98ae2efc87ffee55ad1cc66e0721e69e63a949b..fda78233f1e4f9629d2d7cea5c514f8ceff36cb3 100644 --- a/landing/lenses/057880.json +++ b/landing/lenses/057880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -162,7 +162,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -217,7 +217,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -272,7 +272,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-21", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-21", "period": "2024", "status": "derived", @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-21", "period": "2024", "status": "observed", @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,10 +1105,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1123,10 +1123,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058110.json b/landing/lenses/058110.json index 3c1d5692c1828e7684b678f4c43efc1b8a2c6017..2c346e12db7370094f353b05e336a9b026e6f5b9 100644 --- a/landing/lenses/058110.json +++ b/landing/lenses/058110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058400.json b/landing/lenses/058400.json index 10b30572a75b49c932969bf11389c5599c30f295..a79de166d83e03486131a7f523c219bb1d22057c 100644 --- a/landing/lenses/058400.json +++ b/landing/lenses/058400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058430.json b/landing/lenses/058430.json index a59bb5114b3226c30788f880fabfcdb49dcd4712..06e5def5c183846e02c8820e459882b157f38adf 100644 --- a/landing/lenses/058430.json +++ b/landing/lenses/058430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058450.json b/landing/lenses/058450.json index 2bdcd04f2668fff4f973323e523b2338db10b314..3e036659ec0b86f631367c8a3cde9b1d46bcf687 100644 --- a/landing/lenses/058450.json +++ b/landing/lenses/058450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058470.json b/landing/lenses/058470.json index a82e6e9841505b3da32608598f164810ffb84ffa..44490e8dbeac5d912e030f8eaeaa1344f2a3a567 100644 --- a/landing/lenses/058470.json +++ b/landing/lenses/058470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,10 +1247,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058530.json b/landing/lenses/058530.json index 9395b145094b78024d698cc9ab79feb354ff4c73..17f1c3634756ffb72725eb55fd2ea9ed19cd05d3 100644 --- a/landing/lenses/058530.json +++ b/landing/lenses/058530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058610.json b/landing/lenses/058610.json index 924a0fc16113a2f2efc7c44cedb4b90fbcec5e14..a2ba9f56d5ea1022dddfd319dc5a2a0dbb15b559 100644 --- a/landing/lenses/058610.json +++ b/landing/lenses/058610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058630.json b/landing/lenses/058630.json index 975d537cf618a6c2c68bf3ab009c655bcf0e593f..25ee2f2e9c2e0009e92a61cb2928649930098b58 100644 --- a/landing/lenses/058630.json +++ b/landing/lenses/058630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058650.json b/landing/lenses/058650.json index 0d8385a193732b1932f9a4c91849f55f8c63d6af..276d27d25e14467ae0770bb6e344df293c185f32 100644 --- a/landing/lenses/058650.json +++ b/landing/lenses/058650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058730.json b/landing/lenses/058730.json index d380687474fc4f5e646911791974bd9e7f04d27d..c815bc6468b95641d55875e6c15b20cdd614e700 100644 --- a/landing/lenses/058730.json +++ b/landing/lenses/058730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058820.json b/landing/lenses/058820.json index dcd1b49b83acc3efc2a7f8820a8c50235bd0353b..443344519e4d8021e3658b8b89bdf4a45408278a 100644 --- a/landing/lenses/058820.json +++ b/landing/lenses/058820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-30", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-30", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-30", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058850.json b/landing/lenses/058850.json index cda40151d7734536bde949b1ed3149137fc912da..a2bc85e94ad92b400e0398b0255c8ccbac6359dd 100644 --- a/landing/lenses/058850.json +++ b/landing/lenses/058850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/058860.json b/landing/lenses/058860.json index 7ad113ef748f4d3e4945ded3d31e27ce9457d424..d116c414c6d7a72b561a304f93db51c114778455 100644 --- a/landing/lenses/058860.json +++ b/landing/lenses/058860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058970.json b/landing/lenses/058970.json index 6bb79fe57194e5af26372b62bd7d8013846ded19..5e05df8707ea798c9bb1f4fc79c0c929fe74c5bc 100644 --- a/landing/lenses/058970.json +++ b/landing/lenses/058970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059090.json b/landing/lenses/059090.json index 777eb57190e6c39c6c0d777532c248061b50c6e1..e7f792272de074dbe5c2543570066b2570bf7b72 100644 --- a/landing/lenses/059090.json +++ b/landing/lenses/059090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059100.json b/landing/lenses/059100.json index c461c8960fbe70c11c393a81da2fd36255ff4ac5..395b5707f399977e5aeb645038e9f50276c06500 100644 --- a/landing/lenses/059100.json +++ b/landing/lenses/059100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059120.json b/landing/lenses/059120.json index 16aa7764ba30fd86a449db900c5461ad392b3ce0..3f08514c19aca78be856964c8a1028dbe55680ef 100644 --- a/landing/lenses/059120.json +++ b/landing/lenses/059120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059180.json b/landing/lenses/059180.json index bafd77d94a2ffa04c0bb7784fcf1b562a4316c1a..5b69522da5c34e00c82fae99806f928e3e463f55 100644 --- a/landing/lenses/059180.json +++ b/landing/lenses/059180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/059210.json b/landing/lenses/059210.json index 25c7e5cb7e30a44a17767643b0c1e0e835ce162b..21e5eb4859a4fcd4b13ac4a7fc8ff042f7c87110 100644 --- a/landing/lenses/059210.json +++ b/landing/lenses/059210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059270.json b/landing/lenses/059270.json index 84263fcc037eb85942bd926f26c5409a0230798b..da34c7af47a5ac8fd86ad201fdcba8db92676cea 100644 --- a/landing/lenses/059270.json +++ b/landing/lenses/059270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -939,7 +939,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060000.json b/landing/lenses/060000.json index a9b5cc27849e3c67d0ecbc1599ea5077f864bf03..8b0f2279906be290f3cd94b0bc75651d7edf78ab 100644 --- a/landing/lenses/060000.json +++ b/landing/lenses/060000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060150.json b/landing/lenses/060150.json index 125d7823f0e2c7664873445799d097d5bf3dbccf..64bb8e13fe20b21d0439d84a98653cb39f9dd306 100644 --- a/landing/lenses/060150.json +++ b/landing/lenses/060150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060230.json b/landing/lenses/060230.json index 9a149c868ef56d5994d86ebd029f89b667ef9096..04303e28134a1fd1c6758d010c74d71df39cb27d 100644 --- a/landing/lenses/060230.json +++ b/landing/lenses/060230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060240.json b/landing/lenses/060240.json index 4e8ee806b4c348f4ff4a79e1aace246ac0ca1af5..f8b6f5236998167ec7a1904c8968f9f2e25fd6f2 100644 --- a/landing/lenses/060240.json +++ b/landing/lenses/060240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060250.json b/landing/lenses/060250.json index 7779fcdc185c72b1443176bee3a4786e593440dd..ecc478daaa684fcf2f5e84d5bbe37ba5b407188a 100644 --- a/landing/lenses/060250.json +++ b/landing/lenses/060250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,8 +1418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/060260.json b/landing/lenses/060260.json index b56dbe47942f4839708703cf29a7b9cbf5692bcd..b60b2697e12b332128822229ee70beb502ad3185 100644 --- a/landing/lenses/060260.json +++ b/landing/lenses/060260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 30.51, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 33.83, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 30.51, + "grade": "dCR-BBB-", + "score": 33.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 31.79, + "grade": "dCR-BBB-", + "score": 35.34, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060280.json b/landing/lenses/060280.json index 256f4d4dd8ba07cdd5b48d8846f787e4c7c44441..87a8bd55c108db54bd3c2f2d3a520c070beb5697 100644 --- a/landing/lenses/060280.json +++ b/landing/lenses/060280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060300.json b/landing/lenses/060300.json index 231b38ebcda6f4e641ca9bd7eae7e81e0513defe..bbb31297c0c594d2d891d0e5fafaae96f7e2a2b7 100644 --- a/landing/lenses/060300.json +++ b/landing/lenses/060300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -50,10 +50,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -163,7 +163,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -214,7 +214,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -265,7 +265,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -316,7 +316,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1154,10 +1154,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1172,10 +1172,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060310.json b/landing/lenses/060310.json index 54ec7b227059a5f8e37134cfd28dcf6819d20655..78604ded20f59d815e786bfabf14095c1a48d8d5 100644 --- a/landing/lenses/060310.json +++ b/landing/lenses/060310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060370.json b/landing/lenses/060370.json index 1e68fb1b742e37dcb5858b016fe4387824c37e52..b30292b06c74d722f5e65c1ff95904ef43087826 100644 --- a/landing/lenses/060370.json +++ b/landing/lenses/060370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1177,10 +1177,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060380.json b/landing/lenses/060380.json index ea9201810765b78ad42e959c9bac28e96ea4a273..6b3b5514e236d2d66eabea186514105e43e5ff74 100644 --- a/landing/lenses/060380.json +++ b/landing/lenses/060380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.70, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.95, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.7, + "score": 36.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.25, + "grade": "dCR-BB", + "score": 37.5, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -927,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060480.json b/landing/lenses/060480.json index b6db1659587c32a92b7bf30b30d0e435eb50f4e3..8c07d595a16b2fab49d5a039e17007c98ee64252 100644 --- a/landing/lenses/060480.json +++ b/landing/lenses/060480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060540.json b/landing/lenses/060540.json index 2d102fc509dbc8fa422034f74e761f747ca5263f..6cbb034230ef70cc3e058b2355c6e4d5c9d90605 100644 --- a/landing/lenses/060540.json +++ b/landing/lenses/060540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060560.json b/landing/lenses/060560.json index dd020a8377a1faed9ed39dae923c5b4428d682dc..2eeb224aea5db733b70d222aaa19995391792e12 100644 --- a/landing/lenses/060560.json +++ b/landing/lenses/060560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 14.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0872bef7f194", - "target": "060560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060570.json b/landing/lenses/060570.json index b9b1793acdcc98f888f58df72b7a55460902ca95..8f00cbb436d65f42a903d0829e4a9dc44bd3bd7f 100644 --- a/landing/lenses/060570.json +++ b/landing/lenses/060570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060590.json b/landing/lenses/060590.json index e15e5deffec7992a51208fe706201d3ce412ccab..40e9e8b17e2d4cf36c164c93d255419208671884 100644 --- a/landing/lenses/060590.json +++ b/landing/lenses/060590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ba784ff4516e", - "target": "060590", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.448 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060720.json b/landing/lenses/060720.json index 418fc397ffa9c9652f5c041293dba1a1f189f221..d46824198cad5930af9601b559bf4dd4d65752af 100644 --- a/landing/lenses/060720.json +++ b/landing/lenses/060720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060850.json b/landing/lenses/060850.json index 7bb053790e6b2d8de9694bd4880801101216287a..d21b87a9fa7e29dc1624429e86d0a97f58a1aeb2 100644 --- a/landing/lenses/060850.json +++ b/landing/lenses/060850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060900.json b/landing/lenses/060900.json index 1b8a6f0356501767151c1e0f19b5c5b499874e02..edf0fe4170c74ce260f025a88adac7998c32a6f4 100644 --- a/landing/lenses/060900.json +++ b/landing/lenses/060900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,7 +845,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 13.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 14.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,19 +987,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1020,8 +1020,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,17 +1066,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1111,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1145,7 +1145,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1154,7 +1154,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060910.json b/landing/lenses/060910.json index cf124ce2a53219ecaad0586e2c482133d32eae0d..4d01a2811fbbe0e4ea7b9cad9716c1fd3b11195c 100644 --- a/landing/lenses/060910.json +++ b/landing/lenses/060910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,10 +1068,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1086,10 +1086,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060980.json b/landing/lenses/060980.json index aa8b3e92bb5e22d84bb4d814e5ce282a490dca1b..b1b35f8234541fd3df8d7ace1b8f8af71930e0ed 100644 --- a/landing/lenses/060980.json +++ b/landing/lenses/060980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -899,19 +899,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +978,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1057,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1066,7 +1066,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061040.json b/landing/lenses/061040.json index 26a4989c38a94b638b387fc70e23b49311c80006..a8abce0a77784698af3c1aeaf187ac182bf30e84 100644 --- a/landing/lenses/061040.json +++ b/landing/lenses/061040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061090.json b/landing/lenses/061090.json index d0b3be750f5b3145de5e3897337744431b0cdfd3..e733aa55658edb201e7ad810fa7f52277f8478fd 100644 --- a/landing/lenses/061090.json +++ b/landing/lenses/061090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061250.json b/landing/lenses/061250.json index 9b9168561f3fd36387b030134fa0c73cb04cfee5..c5bd543d92608104b856b85cf5be69d9e13cea22 100644 --- a/landing/lenses/061250.json +++ b/landing/lenses/061250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061970.json b/landing/lenses/061970.json index d5aa227c0ab5f702dc5f266c16e54c201db8a56c..59c7a4d8646491561f8e345a478ac2818db4c698 100644 --- a/landing/lenses/061970.json +++ b/landing/lenses/061970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 13.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062040.json b/landing/lenses/062040.json index 3e81fd31d9eae8dca41beb94563dc285cd318b59..f7c85c58ad8aee7ff589543c8fb2813f2638807a 100644 --- a/landing/lenses/062040.json +++ b/landing/lenses/062040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -565,14 +565,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -711,7 +711,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -724,8 +724,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -764,7 +764,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -851,10 +851,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062860.json b/landing/lenses/062860.json index acd8a58b1c35c43a44e31a279d845e9637d64554..db39d56b99e5299e937aeba272aac65f3501faa5 100644 --- a/landing/lenses/062860.json +++ b/landing/lenses/062860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062970.json b/landing/lenses/062970.json index e58f3c569fa72544d5b3caaf22e7d2df6ec95d4f..65f7f6d56a7a5243bf3651e1491e94f501ddf0c3 100644 --- a/landing/lenses/062970.json +++ b/landing/lenses/062970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 10.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 14.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,7 +969,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063080.json b/landing/lenses/063080.json index c865366a8498e3618f40c8d440891f3521e70eda..155701751dde377b8e1989c4e24a1b7fa0c17ab1 100644 --- a/landing/lenses/063080.json +++ b/landing/lenses/063080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063160.json b/landing/lenses/063160.json index f4160c8cc792ff54e89d0badfa430eb799ece7cc..78476f08e65c19128512384e99cdab0634a25e9e 100644 --- a/landing/lenses/063160.json +++ b/landing/lenses/063160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 20.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 22.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063170.json b/landing/lenses/063170.json index 103037da474648afa384444a93ce9884ba6eed24..0610d14b5aa2cdaf67ee1e487ee5974496d5a25d 100644 --- a/landing/lenses/063170.json +++ b/landing/lenses/063170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,10 +1186,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1204,10 +1204,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063440.json b/landing/lenses/063440.json index 05baa7c0fa9d60109e4035dd66d3c69aca6c0a94..19593c0220336f35dec405df08111efa6b793f0e 100644 --- a/landing/lenses/063440.json +++ b/landing/lenses/063440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063570.json b/landing/lenses/063570.json index ce095a06f4a3b8b1370b04544f7a6ebd5800b4c2..d0d0e5bb1044272d69da088a1ac2f4aec15860a9 100644 --- a/landing/lenses/063570.json +++ b/landing/lenses/063570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -537,13 +537,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1355,8 +1355,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/063760.json b/landing/lenses/063760.json index 9a70bfe3109807a1189192ec7c78e4937fc91835..a77a0b34f2f8fb1cbb47df8f050e7927fc73b1f4 100644 --- a/landing/lenses/063760.json +++ b/landing/lenses/063760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:45f0e12d5b55", - "target": "063760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064090.json b/landing/lenses/064090.json index 7a5e56724ace3a455a5130d5436b846f386124e9..3fc96286d7277233d434be14cfd7e8780bfa0694 100644 --- a/landing/lenses/064090.json +++ b/landing/lenses/064090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-06", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-06", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-06", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064240.json b/landing/lenses/064240.json index 6fab010fbd7487383651350a29c98a75567176af..7156887ac09821b84f5e6851507e568d29df5f12 100644 --- a/landing/lenses/064240.json +++ b/landing/lenses/064240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064260.json b/landing/lenses/064260.json index dbfadb614129f8a8eaf3ab5aa2b3c8c2c1f25a78..8ae4590443578a420c51781467ee3c45e5d310f6 100644 --- a/landing/lenses/064260.json +++ b/landing/lenses/064260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 22.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 23.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064290.json b/landing/lenses/064290.json index 9ac652899cc1fcfe0611000f007fd661a9327f77..3140eb72ab9dcf68efcc136e2070c3552286aae1 100644 --- a/landing/lenses/064290.json +++ b/landing/lenses/064290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.77, + "score": 33.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.64, + "score": 34.64, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064350.json b/landing/lenses/064350.json index 3751471eaed69eff0a26548fd3834d73fa80d153..dd4d6ebfaf47b7e989f145d2146fcaa007a61d04 100644 --- a/landing/lenses/064350.json +++ b/landing/lenses/064350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064400.json b/landing/lenses/064400.json index c3fc14b208fd90acb5f253ffaa44b1f92f090136..9c8ea5168b943cee239dd7c43db0e1d0057ad545 100644 --- a/landing/lenses/064400.json +++ b/landing/lenses/064400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1100,13 +1100,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1357,88 +1357,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6176bca16067", - "target": "064400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.959 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064480.json b/landing/lenses/064480.json index 155b4af6cfa2c54c7521a754a955737ee38145fc..e24aee071c41c3a8ec437f31684c6a0c85887086 100644 --- a/landing/lenses/064480.json +++ b/landing/lenses/064480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064510.json b/landing/lenses/064510.json index 1f623a8c9debacef26bc901be54d587f72b7f41b..43b493a3baadc31d4728da34d8e226e8b967a1c4 100644 --- a/landing/lenses/064510.json +++ b/landing/lenses/064510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064520.json b/landing/lenses/064520.json index e90dd4b151e42f4ce7b4b58db92121b4a1e4c058..6dab8aa78491166c895700c7c0a6c8380389fad5 100644 --- a/landing/lenses/064520.json +++ b/landing/lenses/064520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064550.json b/landing/lenses/064550.json index bb9732aad8b30ebbb85903609fa3cb398094a47a..9803aea61dcbd6f702b512771edd32362754e10f 100644 --- a/landing/lenses/064550.json +++ b/landing/lenses/064550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 7.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064760.json b/landing/lenses/064760.json index 8bd7b35094f2ad4dede8463c08a782b09109af27..f4a3d60fef427bb8ceae10680260355c8c7111ec 100644 --- a/landing/lenses/064760.json +++ b/landing/lenses/064760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064800.json b/landing/lenses/064800.json index 8e47ef2259e75b65881252f221ac8df8c15e311c..ab0d2568b4cb8f657cd6637596e599fb6c8a1e0e 100644 --- a/landing/lenses/064800.json +++ b/landing/lenses/064800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1816.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1632.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064820.json b/landing/lenses/064820.json index 13cffcb1aef440dfe979a0ebdfc75a3e78b453e9..ad74795d337ea5f0173dc692a625bc986af609de 100644 --- a/landing/lenses/064820.json +++ b/landing/lenses/064820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,88 +1603,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3f0d5d40c73b", - "target": "064820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.215 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064850.json b/landing/lenses/064850.json index a5ff7814c06cb9e34a0d639e49e745e1d2a864ac..14f81c00c1ca03a1b38c64333a946e6c4f2202bd 100644 --- a/landing/lenses/064850.json +++ b/landing/lenses/064850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.21, + "grade": "dCR-AA-", + "score": 9.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.68, + "grade": "dCR-AA-", + "score": 9.68, "assumptions": { "scenarioStress": "moderate" } @@ -887,7 +887,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,13 +1184,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064960.json b/landing/lenses/064960.json index b7a571afd31af21baf0790ba09c5d5f91f5fd393..2d1638eb452cafde05a13574887b5b4d9d55d248 100644 --- a/landing/lenses/064960.json +++ b/landing/lenses/064960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065060.json b/landing/lenses/065060.json index f7b0c2659f936bdef13570d5f1f5ee2d94b73c59..423fc6d96854ec6ab67ab66ad0319740e7ace58f 100644 --- a/landing/lenses/065060.json +++ b/landing/lenses/065060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 60.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065130.json b/landing/lenses/065130.json index ee8e6c1d8474c9a63e31d00afbf41a4cd13c1f44..19a2121579304110787a3ca5309ee8eb58d1ebac 100644 --- a/landing/lenses/065130.json +++ b/landing/lenses/065130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -977,19 +977,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1010,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,17 +1056,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1135,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1144,7 +1144,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1394,88 +1394,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:de0d91270c1b", - "target": "065130", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.65 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065150.json b/landing/lenses/065150.json index 544520b0755e05facbb9106781b452e526aa6eb2..ee96090d5edb8f261c4581e68c168179dbf8c366 100644 --- a/landing/lenses/065150.json +++ b/landing/lenses/065150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065170.json b/landing/lenses/065170.json index 403ba9f8c5974ca74949b5f44bd61ef43dd5f092..866df58851a8f66665c398e7dc9e5772febd1b88 100644 --- a/landing/lenses/065170.json +++ b/landing/lenses/065170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065350.json b/landing/lenses/065350.json index 9c29479541a5f3930d712b854d42d104cd78b655..784f486b1a872a35b790f9a572f6b69133997451 100644 --- a/landing/lenses/065350.json +++ b/landing/lenses/065350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 48.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 48.96, + "score": 52.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 50.23, + "score": 53.63, "assumptions": { "scenarioStress": "moderate" } @@ -916,6 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065370.json b/landing/lenses/065370.json index 562626b4b81fc5dafbd71d4eed2d9d0c356dc8dd..00b2d7a625adec5a3f8c73a948f77da96d82f6ad 100644 --- a/landing/lenses/065370.json +++ b/landing/lenses/065370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065420.json b/landing/lenses/065420.json index e4518ef2797e5403bebd51ebfbb564886f10961d..9bace8e0e217e2e0b111900418d0eca3098ea81e 100644 --- a/landing/lenses/065420.json +++ b/landing/lenses/065420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065440.json b/landing/lenses/065440.json index 8f1dfa41690577e6fffe0fa8002288d0c7fbfb3a..e0495f48c25d5ce1413decc0e1968b058f6cb421 100644 --- a/landing/lenses/065440.json +++ b/landing/lenses/065440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.15, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.59, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.15, + "grade": "dCR-BB+", + "score": 34.59, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.91, + "grade": "dCR-BB+", + "score": 35.48, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065450.json b/landing/lenses/065450.json index 12b2c3293bd76439997be279e21b77a569b8e1fe..8515c266bc21834bf9c305557d1f553d5e7cc657 100644 --- a/landing/lenses/065450.json +++ b/landing/lenses/065450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cd87e815e292", - "target": "065450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065500.json b/landing/lenses/065500.json index 7b56c3839cf6bb515480aa9fb7bf118f118f7053..1cb01ebe48fc5a1c626ac7cfe5278f3ae1dcad79 100644 --- a/landing/lenses/065500.json +++ b/landing/lenses/065500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,18 +612,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 46.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 48.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,15 +807,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 46.96, + "grade": "dCR-BB-", + "score": 48.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 47.62, + "grade": "dCR-BB-", + "score": 49.53, "assumptions": { "scenarioStress": "moderate" } @@ -898,7 +898,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -908,7 +908,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 29.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065510.json b/landing/lenses/065510.json index b63a465b360f066f9757f9a879328bf8d76f026c..8e71216d7b7ac60af6bbaf93e2524cfc9e9fee06 100644 --- a/landing/lenses/065510.json +++ b/landing/lenses/065510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:96b08e4c62e3", - "target": "065510", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065530.json b/landing/lenses/065530.json index 44bc4a6de4fa0f805d57b3965312054e69b41003..ecf4abe448696da9c7e73d9c1ec837388078ce5f 100644 --- a/landing/lenses/065530.json +++ b/landing/lenses/065530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065560.json b/landing/lenses/065560.json index 4fdd7b47eebc747941f3eba6b7174d99b715a51c..4a571c9319f17abea3ffac9122e0ead5ef43a525 100644 --- a/landing/lenses/065560.json +++ b/landing/lenses/065560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065570.json b/landing/lenses/065570.json index 2560a7fe49db230f8ed7732ea48e947a70d0f78c..72c5dd8629d2c0824493c152d67e48033816bb37 100644 --- a/landing/lenses/065570.json +++ b/landing/lenses/065570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065620.json b/landing/lenses/065620.json index f6d5159411d3223e4313e9c0b257d550db1777fd..f992544deb64fa6bf33a8d3b3d5e36ec17127fe8 100644 --- a/landing/lenses/065620.json +++ b/landing/lenses/065620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2020", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1056,10 +1056,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1074,10 +1074,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1088,7 +1088,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065650.json b/landing/lenses/065650.json index eb151a4cc49a7ad32fee2c49c5d1f44b12d8852a..47ef175bf3c63fd4144fee952d6859055ca6450e 100644 --- a/landing/lenses/065650.json +++ b/landing/lenses/065650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065660.json b/landing/lenses/065660.json index becbaf004472de588e7929581f1ec4513d8227d4..3331a7f22ae869536405276d33d1000e7292231f 100644 --- a/landing/lenses/065660.json +++ b/landing/lenses/065660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065680.json b/landing/lenses/065680.json index 5ab38aeb341d2b316d94aadc4fedbdb6031cf419..91b9449d1a6bb24c48fb3c243bbd96afceb67a1f 100644 --- a/landing/lenses/065680.json +++ b/landing/lenses/065680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065690.json b/landing/lenses/065690.json index d4e76d0142f1766102ebeb9da45d017d01d32cf0..a78b70fc6d66ba5df3a5d1b5d6534799736672ea 100644 --- a/landing/lenses/065690.json +++ b/landing/lenses/065690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065710.json b/landing/lenses/065710.json index dbe62318fa72f599c1c5a9c821aee298f1b56c22..890d443dfc52f12032603edbfee9e4cac0561922 100644 --- a/landing/lenses/065710.json +++ b/landing/lenses/065710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2b6322b554c9", - "target": "065710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065770.json b/landing/lenses/065770.json index c6eee7e06b9db1db1885c09ec2ffa553de2f9760..b00af1a8189f83ec335745e470a78e1ef16cdee8 100644 --- a/landing/lenses/065770.json +++ b/landing/lenses/065770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065950.json b/landing/lenses/065950.json index 792111372cdb64a1d8f5649894aba32c0579f7a7..6f2db9ae962c4c321ab219036d87b5c1162e60ef 100644 --- a/landing/lenses/065950.json +++ b/landing/lenses/065950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.97, + "score": 46.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 49.16, + "grade": "dCR-BB-", + "score": 47.78, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066110.json b/landing/lenses/066110.json index ed5799a5b257e7d1469a907413d4895bc4c84c73..80bd1e37a7fca95e7ab0443e7a28a67f80887a92 100644 --- a/landing/lenses/066110.json +++ b/landing/lenses/066110.json @@ -9,1394 +9,7 @@ "quant", "macro" ], - "products": { - "analysis": { - "schemaVersion": 1, - "identity": { - "target": "066110", - "market": "KR", - "engine": "analysis", - "axis": "종합평가", - "version": "1" - }, - "time": { - "asOf": "2026-10-18", - "dataAsOf": { - "latestPeriod": "2021", - "earliestPeriod": "2016", - "periods": [ - "2016", - "2017", - "2018", - "2019", - "2020", - "2021" - ], - "blockPeriods": { - "representative": [ - "2016", - "2017", - "2018", - "2019", - "2020", - "2021" - ] - }, - "blockLatestPeriods": { - "representative": "2021" - }, - "mixedPeriods": false, - "retrievedAt": "2026-10-18" - }, - "period": "2021", - "knowledgeBoundary": "2026-10-18" - }, - "status": "partial", - "conclusion": { - "label": "재무 취약 신호", - "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." - }, - "confidence": { - "level": "medium", - "score": 75.0, - "method": "requiredDomainCoverage" - }, - "drivers": [ - { - "id": "operatingMargin", - "label": "영업이익률", - "value": -185.71, - "unit": "%", - "direction": "negative", - "scoreContribution": -1, - "sourceRef": "earnings.marginTrend", - "period": "2020" - }, - { - "id": "revenueCagr", - "label": "매출 CAGR", - "value": -36.69, - "unit": "%", - "direction": "negative", - "scoreContribution": -1, - "sourceRef": "earnings.growthTrend" - }, - { - "id": "cashConversion", - "label": "OCF/순이익", - "value": -117.55, - "unit": "%", - "direction": "negative", - "scoreContribution": -1, - "sourceRef": "cash.cashQuality", - "period": "2020" - }, - { - "id": "debtRatio", - "label": "부채비율", - "value": 116.14, - "unit": "%", - "direction": "neutral", - "scoreContribution": 0, - "sourceRef": "resilience.leverageTrend", - "period": "2021" - }, - { - "id": "interestCoverage", - "label": "이자보상배율", - "value": -2.27, - "unit": "배", - "direction": "negative", - "scoreContribution": -1, - "sourceRef": "resilience.coverageTrend", - "period": "2020" - } - ], - "claims": [ - { - "id": "analysis.cashConversion", - "label": "OCF/순이익", - "comparisonKey": "cashConversion", - "basis": "companyFundamentals", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": { - "latestPeriod": "2021", - "earliestPeriod": "2016", - "periods": [ - "2016", - "2017", - "2018", - "2019", - "2020", - "2021" - ], - "blockPeriods": { - "representative": [ - "2016", - "2017", - "2018", - "2019", - "2020", - "2021" - ] - }, - "blockLatestPeriods": { - "representative": "2021" - }, - "mixedPeriods": false, - "retrievedAt": "2026-10-18" - }, - "period": "2020", - "status": "derived", - "sourceRef": "dartlab://analysis/066110/representative.blocks.cash.cashQuality", - "evidenceRefs": [ - "analysis.cash.cashQuality" - ], - "falsifierRefs": [ - "cashConversionBreak" - ], - "value": -117.55, - "unit": "%" - }, - { - "id": "analysis.operatingMargin", - "label": "영업이익률", - "comparisonKey": "profitability", - "basis": "companyFundamentals", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": { - "latestPeriod": "2021", - "earliestPeriod": "2016", - "periods": [ - "2016", - "2017", - "2018", - "2019", - "2020", - "2021" - ], - "blockPeriods": { - "representative": [ - "2016", - "2017", - "2018", - "2019", - "2020", - "2021" - ] - }, - "blockLatestPeriods": { - "representative": "2021" - }, - "mixedPeriods": false, - "retrievedAt": "2026-10-18" - }, - "period": "2020", - "status": "derived", - "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.marginTrend", - "evidenceRefs": [ - "analysis.earnings.marginTrend" - ], - "falsifierRefs": [ - "marginBreak" - ], - "value": -185.71, - "unit": "%" - }, - { - "id": "analysis.revenueCagr", - "label": "매출 CAGR", - "comparisonKey": "growth", - "basis": "companyFundamentals", - "direction": "adverse", - "horizon": "multiYear", - "asOf": "2026-10-18", - "dataAsOf": { - "latestPeriod": "2021", - "earliestPeriod": "2016", - "periods": [ - "2016", - "2017", - "2018", - "2019", - "2020", - "2021" - ], - "blockPeriods": { - "representative": [ - "2016", - "2017", - "2018", - "2019", - "2020", - "2021" - ] - }, - "blockLatestPeriods": { - "representative": "2021" - }, - "mixedPeriods": false, - "retrievedAt": "2026-10-18" - }, - "period": "2021", - "status": "derived", - "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.growthTrend", - "evidenceRefs": [ - "analysis.earnings.growthTrend" - ], - "falsifierRefs": [ - "growthBreak" - ], - "value": -36.69, - "unit": "%" - } - ], - "evidence": [ - { - "id": "analysis.earnings.marginTrend", - "kind": "calculationBlock", - "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.marginTrend", - "status": "derived", - "detail": "Analysis 내부 직접 계산 결과" - }, - { - "id": "analysis.earnings.growthTrend", - "kind": "calculationBlock", - "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.growthTrend", - "status": "derived", - "detail": "Analysis 내부 직접 계산 결과" - }, - { - "id": "analysis.cash.cashQuality", - "kind": "calculationBlock", - "sourceRef": "dartlab://analysis/066110/representative.blocks.cash.cashQuality", - "status": "derived", - "detail": "Analysis 내부 직접 계산 결과" - }, - { - "id": "analysis.resilience.leverageTrend", - "kind": "calculationBlock", - "sourceRef": "dartlab://analysis/066110/representative.blocks.resilience.leverageTrend", - "status": "derived", - "detail": "Analysis 내부 직접 계산 결과" - }, - { - "id": "analysis.resilience.coverageTrend", - "kind": "calculationBlock", - "sourceRef": "dartlab://analysis/066110/representative.blocks.resilience.coverageTrend", - "status": "derived", - "detail": "Analysis 내부 직접 계산 결과" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "analysis.quality.earningsQualityFlags", - "status": "partial", - "reason": "이익품질 하위 계산 근거 2/3개만 관측", - "sourceRef": "representative.blocks.quality.earningsQualityFlags" - } - ], - "scenarios": [ - { - "id": "marginCompression", - "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": -185.71, - "unit": "%", - "driverRef": "operatingMargin", - "sourceRef": "representative.assessment.drivers.operatingMargin" - }, - { - "id": "growthReversal", - "label": "매출 CAGR이 0% 아래로 전환", - "currentValue": -36.69, - "unit": "%", - "driverRef": "revenueCagr", - "sourceRef": "representative.assessment.drivers.revenueCagr" - }, - { - "id": "coverageStress", - "label": "이자보상배율이 1배 아래로 하락", - "currentValue": -2.27, - "unit": "배", - "driverRef": "interestCoverage", - "sourceRef": "representative.assessment.drivers.interestCoverage" - } - ], - "falsifiers": [ - { - "id": "marginBreak", - "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", - "driverRef": "operatingMargin" - }, - { - "id": "growthBreak", - "condition": "매출 CAGR이 음수로 전환되면 성장 결론을 다시 평가합니다.", - "driverRef": "revenueCagr" - }, - { - "id": "cashConversionBreak", - "condition": "영업현금 전환 방향이 정상화되거나 추가 악화되면 현금 전환 결론을 다시 평가합니다.", - "driverRef": "cashConversion" - }, - { - "id": "coverageBreak", - "condition": "이자보상배율이 1배 미만이면 안정성 결론을 무효화합니다.", - "driverRef": "interestCoverage" - } - ], - "payload": { - "blockRefs": [ - "scorecard", - "piotroski", - "summaryFlags", - "representative" - ], - "coverage": { - "requiredDomains": [ - "earnings", - "cash", - "resilience", - "quality" - ], - "observedRequiredDomains": 3, - "domainCoverage": { - "earnings": { - "status": "observed", - "observed": 2, - "expected": 2 - }, - "cash": { - "status": "observed", - "observed": 1, - "expected": 1 - }, - "resilience": { - "status": "observed", - "observed": 2, - "expected": 2 - }, - "quality": { - "status": "missing", - "observed": 0, - "expected": 1 - } - }, - "observedComponents": 5, - "totalComponents": 6, - "components": [ - { - "id": "earnings.marginTrend", - "domain": "earnings", - "required": true, - "status": "observed", - "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "계산 근거를 확보했습니다." - }, - { - "id": "earnings.growthTrend", - "domain": "earnings", - "required": true, - "status": "observed", - "sourceRef": "representative.blocks.earnings.growthTrend", - "reason": "계산 근거를 확보했습니다." - }, - { - "id": "cash.cashQuality", - "domain": "cash", - "required": true, - "status": "observed", - "sourceRef": "representative.blocks.cash.cashQuality", - "reason": "계산 근거를 확보했습니다." - }, - { - "id": "resilience.leverageTrend", - "domain": "resilience", - "required": true, - "status": "observed", - "sourceRef": "representative.blocks.resilience.leverageTrend", - "reason": "계산 근거를 확보했습니다." - }, - { - "id": "resilience.coverageTrend", - "domain": "resilience", - "required": true, - "status": "observed", - "sourceRef": "representative.blocks.resilience.coverageTrend", - "reason": "계산 근거를 확보했습니다." - }, - { - "id": "quality.earningsQualityFlags", - "domain": "quality", - "required": true, - "status": "partial", - "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "reason": "이익품질 하위 계산 근거 2/3개만 관측" - } - ] - }, - "assessment": { - "label": "재무 취약 신호", - "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다.", - "score": -4, - "drivers": [ - { - "id": "operatingMargin", - "label": "영업이익률", - "value": -185.71, - "unit": "%", - "direction": "negative", - "scoreContribution": -1, - "sourceRef": "earnings.marginTrend", - "period": "2020" - }, - { - "id": "revenueCagr", - "label": "매출 CAGR", - "value": -36.69, - "unit": "%", - "direction": "negative", - "scoreContribution": -1, - "sourceRef": "earnings.growthTrend" - }, - { - "id": "cashConversion", - "label": "OCF/순이익", - "value": -117.55, - "unit": "%", - "direction": "negative", - "scoreContribution": -1, - "sourceRef": "cash.cashQuality", - "period": "2020" - }, - { - "id": "debtRatio", - "label": "부채비율", - "value": 116.14, - "unit": "%", - "direction": "neutral", - "scoreContribution": 0, - "sourceRef": "resilience.leverageTrend", - "period": "2021" - }, - { - "id": "interestCoverage", - "label": "이자보상배율", - "value": -2.27, - "unit": "배", - "direction": "negative", - "scoreContribution": -1, - "sourceRef": "resilience.coverageTrend", - "period": "2020" - } - ], - "positiveDrivers": [], - "negativeDrivers": [ - "영업이익률", - "매출 CAGR", - "OCF/순이익", - "이자보상배율" - ] - } - } - }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "066110", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-10-18", - "dataAsOf": { - "latestPeriod": "2021", - "retrievedAt": "2026-10-18" - }, - "period": "2021", - "knowledgeBoundary": "2026-10-18" - }, - "status": "blocked", - "conclusion": { - "label": "등급 산출 불가", - "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10)." - }, - "confidence": { - "level": "blocked", - "score": 70.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.유동성", - "label": "유동성", - "value": 7.65, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 1.15, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 7.7, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 1.93, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 40.66, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 4.07, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 20.79, - "unit": "riskScore", - "direction": "negative", - "weight": 20, - "contribution": 4.16, - "sourceRef": "axes.자본구조" - } - ], - "claims": [], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/066110/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 7.70, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/066110/axes/자본구조", - "status": "derived", - "detail": "위험점수 20.79, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/066110/axes/유동성", - "status": "derived", - "detail": "위험점수 7.65, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/066110/axes/사업안정성", - "status": "derived", - "detail": "위험점수 40.66, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.현금흐름", - "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름" - }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - }, - { - "id": "credit.calibration", - "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", - "sourceRef": "blockedReason" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": null, - "score": null, - "assumptions": {} - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory" - ], - "gradeHistory": [ - { - "period": "2021", - "score": 10.15, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2020", - "score": 47.24, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2019", - "score": 48.75, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2018", - "score": 56.44, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2017", - "score": 55.99, - "grade": "B", - "pdEstimate": 7.0 - } - ], - "coverage": { - "validAxes": 4, - "totalAxes": 7, - "validWeight": 70.0, - "totalWeight": 100.0, - "weightCoverage": 70.0 - }, - "eCR": null, - "pdEstimate": null, - "notchAdjustment": null, - "divergenceExplanation": [] - } - }, - "industry": { - "schemaVersion": 1, - "identity": { - "target": "066110", - "market": "KR", - "engine": "industry", - "axis": "회사위치", - "version": "1" - }, - "time": { - "asOf": "2026-10-18", - "dataAsOf": { - "mappingUpdatedAt": null, - "financialPeriod": null, - "retrievedAt": "2026-10-18" - }, - "period": null, - "knowledgeBoundary": "2026-10-18" - }, - "status": "blocked", - "conclusion": { - "label": "산업 위치 판단 불가", - "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." - }, - "confidence": { - "level": "blocked", - "score": 0.0, - "method": "mappingConfidenceAndBlockCoverage" - }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ - { - "id": "industry.position", - "status": "blocked", - "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", - "sourceRef": "blockedReason" - }, - { - "id": "industry.position", - "status": "missing", - "reason": "position 근거를 확보하지 못했습니다.", - "sourceRef": "position" - }, - { - "id": "industry.sectorMetrics", - "status": "missing", - "reason": "sectorMetrics 근거를 확보하지 못했습니다.", - "sourceRef": "sectorMetrics" - }, - { - "id": "industry.sectorCycle", - "status": "missing", - "reason": "sectorCycle 근거를 확보하지 못했습니다.", - "sourceRef": "sectorCycle" - }, - { - "id": "industry.profitPool", - "status": "missing", - "reason": "profitPool 근거를 확보하지 못했습니다.", - "sourceRef": "profitPool" - }, - { - "id": "industry.relationships", - "status": "missing", - "reason": "relationships 근거를 확보하지 못했습니다.", - "sourceRef": "relationships" - }, - { - "id": "industry.concentration", - "status": "missing", - "reason": "concentration 근거를 확보하지 못했습니다.", - "sourceRef": "concentration" - }, - { - "id": "industry.demandPricingDriver", - "status": "unsupported", - "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", - "sourceRef": "taxonomy" - } - ], - "scenarios": [], - "falsifiers": [ - { - "id": "positionRemap", - "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", - "sourceRef": "stage" - } - ], - "payload": { - "blockRefs": [ - "industry", - "stage", - "sectorMetrics", - "sectorCycle", - "profitPool", - "relationships", - "concentration" - ], - "coverage": { - "observedBlocks": 0, - "totalBlocks": 6, - "blocks": { - "position": false, - "sectorMetrics": false, - "sectorCycle": false, - "profitPool": false, - "relationships": false, - "concentration": false - } - }, - "peerCount": 0, - "relationshipCoverage": { - "count": null, - "evidenceCoverage": null, - "amountCoverage": null, - "ratioCoverage": null - } - } - }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "066110", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-18", - "dataAsOf": null, - "period": null, - "knowledgeBoundary": "2026-10-18" - }, - "status": "blocked", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "blocked", - "score": 8.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, - "macro": { - "schemaVersion": 1, - "identity": { - "target": "066110", - "market": "KR", - "engine": "macro", - "axis": "전파", - "version": "1" - }, - "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": null, - "knowledgeBoundary": "2026-10-18" - }, - "status": "partial", - "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다." - }, - "confidence": { - "level": "medium", - "score": 65.7, - "method": "macroObservationAndCompanyEvidenceCoverage" - }, - "drivers": [ - { - "id": "BAMLH0A0HYM2", - "label": "미국 HY 스프레드", - "value": 3.23, - "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, - "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" - }, - { - "id": "BASE_RATE", - "label": "한국 기준금리", - "value": 3.0, - "unit": "%", - "signal": "flat", - "change": 0.0, - "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" - }, - { - "id": "CPI", - "label": "소비자물가 YoY", - "value": 120.43, - "unit": "%", - "signal": "rising", - "change": 0.38000000000000966, - "sourceRef": "macro/ecos/observations.parquet#CPI" - }, - { - "id": "DCOILWTICO", - "label": "WTI", - "value": 101.91, - "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, - "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" - }, - { - "id": "EXPORT", - "label": "수출 YoY", - "value": 104800.5, - "unit": "%", - "signal": "rising", - "change": 4350.5, - "sourceRef": "macro/ecos/observations.parquet#EXPORT" - }, - { - "id": "USDKRW", - "label": "원/달러", - "value": 1331.4, - "unit": "원", - "signal": "falling", - "change": -13.199999999999818, - "sourceRef": "macro/ecos/observations.parquet#USDKRW" - } - ], - "claims": [], - "evidence": [ - { - "id": "macro.driver.BAMLH0A0HYM2", - "kind": "macroObservation", - "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", - "status": "observed", - "observedAt": "2026-10-15", - "detail": "미국 HY 스프레드 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.BASE_RATE", - "kind": "macroObservation", - "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", - "status": "observed", - "observedAt": "2026-10-08", - "detail": "한국 기준금리 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.CPI", - "kind": "macroObservation", - "sourceRef": "macro/ecos/observations.parquet#CPI", - "status": "observed", - "observedAt": "2026-09-01", - "detail": "소비자물가 YoY 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.DCOILWTICO", - "kind": "macroObservation", - "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", - "status": "observed", - "observedAt": "2026-10-14", - "detail": "WTI 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.EXPORT", - "kind": "macroObservation", - "sourceRef": "macro/ecos/observations.parquet#EXPORT", - "status": "observed", - "observedAt": "2026-08-01", - "detail": "수출 YoY 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.USDKRW", - "kind": "macroObservation", - "sourceRef": "macro/ecos/observations.parquet#USDKRW", - "status": "observed", - "observedAt": "2026-10-16", - "detail": "원/달러 최신 관측과 직전 변화" - }, - { - "id": "macro.company.analysis.debtRatio", - "kind": "companyFinancialEvidence", - "sourceRef": "dartlab://analysis/066110/product/drivers/debtRatio", - "status": "derived", - "observedAt": null, - "detail": "부채비율" - }, - { - "id": "macro.company.analysis.interestCoverage", - "kind": "companyFinancialEvidence", - "sourceRef": "dartlab://analysis/066110/product/drivers/interestCoverage", - "status": "derived", - "observedAt": null, - "detail": "이자보상배율" - } - ], - "assumptions": [ - { - "id": "edgeSign", - "value": "registryPrior", - "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." - } - ], - "gaps": [ - { - "id": "macro.company.sectorKey", - "status": "missing", - "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", - "sourceRef": "dartlab://industry/066110" - }, - { - "id": "macro.edge.fx-export-revenue.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:fx-export-revenue" - }, - { - "id": "macro.edge.export-demand-revenue.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:export-demand-revenue" - }, - { - "id": "macro.edge.rate-bank-margin.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-bank-margin" - }, - { - "id": "macro.edge.hy-risk-premium.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:hy-risk-premium" - }, - { - "id": "macro.edge.oil-margin-cost.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:oil-margin-cost" - }, - { - "id": "macro.edge.cpi-utility-tariff.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:cpi-utility-tariff" - } - ], - "scenarios": [ - { - "id": "fx-export-revenue", - "driverId": "USDKRW", - "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", - "lagMonths": [ - 0, - 3 - ] - }, - { - "id": "export-demand-revenue", - "driverId": "EXPORT", - "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", - "lagMonths": [ - 1, - 6 - ] - }, - { - "id": "rate-debt-interest", - "driverId": "BASE_RATE", - "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", - "lagMonths": [ - 3, - 12 - ] - }, - { - "id": "rate-bank-margin", - "driverId": "BASE_RATE", - "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", - "lagMonths": [ - 1, - 6 - ] - }, - { - "id": "hy-risk-premium", - "driverId": "BAMLH0A0HYM2", - "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", - "lagMonths": [ - 0, - 3 - ] - } - ], - "falsifiers": [ - { - "id": "fx-export-revenue.0", - "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" - }, - { - "id": "fx-export-revenue.1", - "condition": "헤지 정책으로 환산 민감도 약화" - }, - { - "id": "export-demand-revenue.0", - "condition": "내수 매출 중심" - }, - { - "id": "export-demand-revenue.1", - "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" - }, - { - "id": "rate-debt-interest.0", - "condition": "순현금 기업" - }, - { - "id": "rate-debt-interest.1", - "condition": "고정금리 장기차입 중심" - }, - { - "id": "rate-debt-interest.2", - "condition": "이자수익이 비용을 상쇄" - }, - { - "id": "rate-bank-margin.0", - "condition": "조달비용이 대출금리보다 빠르게 상승" - }, - { - "id": "rate-bank-margin.1", - "condition": "대손비용 증가가 NIM 개선을 상쇄" - }, - { - "id": "hy-risk-premium.0", - "condition": "무차입 또는 충분한 현금" - }, - { - "id": "hy-risk-premium.1", - "condition": "방어적 현금흐름" - }, - { - "id": "hy-risk-premium.2", - "condition": "정부/모회사 지원 가능성" - } - ], - "payload": { - "blockRefs": [ - "drivers", - "edges", - "regimeEvidence" - ], - "companyBound": true, - "companyEdgeCount": 1, - "edgeCount": 7 - } - } - }, - "statusCounts": { - "partial": 2, - "blocked": 3 - }, - "gaps": [ - { - "id": "analysis.quality.earningsQualityFlags", - "status": "partial", - "reason": "이익품질 하위 계산 근거 2/3개만 관측", - "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "engine": "analysis" - }, - { - "id": "credit.axis.현금흐름", - "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름", - "engine": "credit" - }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" - }, - { - "id": "credit.calibration", - "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", - "sourceRef": "blockedReason", - "engine": "credit" - }, - { - "id": "industry.position", - "status": "blocked", - "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", - "sourceRef": "blockedReason", - "engine": "industry" - }, - { - "id": "industry.position", - "status": "missing", - "reason": "position 근거를 확보하지 못했습니다.", - "sourceRef": "position", - "engine": "industry" - }, - { - "id": "industry.sectorMetrics", - "status": "missing", - "reason": "sectorMetrics 근거를 확보하지 못했습니다.", - "sourceRef": "sectorMetrics", - "engine": "industry" - }, - { - "id": "industry.sectorCycle", - "status": "missing", - "reason": "sectorCycle 근거를 확보하지 못했습니다.", - "sourceRef": "sectorCycle", - "engine": "industry" - }, - { - "id": "industry.profitPool", - "status": "missing", - "reason": "profitPool 근거를 확보하지 못했습니다.", - "sourceRef": "profitPool", - "engine": "industry" - }, - { - "id": "industry.relationships", - "status": "missing", - "reason": "relationships 근거를 확보하지 못했습니다.", - "sourceRef": "relationships", - "engine": "industry" - }, - { - "id": "industry.concentration", - "status": "missing", - "reason": "concentration 근거를 확보하지 못했습니다.", - "sourceRef": "concentration", - "engine": "industry" - }, - { - "id": "industry.demandPricingDriver", - "status": "unsupported", - "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", - "sourceRef": "taxonomy", - "engine": "industry" - }, - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" - }, - { - "id": "macro.company.sectorKey", - "status": "missing", - "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", - "sourceRef": "dartlab://industry/066110", - "engine": "macro" - }, - { - "id": "macro.edge.fx-export-revenue.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:fx-export-revenue", - "engine": "macro" - }, - { - "id": "macro.edge.export-demand-revenue.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:export-demand-revenue", - "engine": "macro" - }, - { - "id": "macro.edge.rate-bank-margin.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-bank-margin", - "engine": "macro" - }, - { - "id": "macro.edge.hy-risk-premium.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:hy-risk-premium", - "engine": "macro" - }, - { - "id": "macro.edge.oil-margin-cost.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:oil-margin-cost", - "engine": "macro" - }, - { - "id": "macro.edge.cpi-utility-tariff.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:cpi-utility-tariff", - "engine": "macro" - } - ], - "noComposite": true, + "products": {}, "tensions": { "schemaVersion": 1, "items": [], @@ -1404,29 +17,58 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" } ], "noComposite": true - } + }, + "statusCounts": {}, + "gaps": [ + { + "engine": "analysis", + "status": "blocked", + "reason": "ConnectTimeout: timed out" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ConnectTimeout: timed out" + }, + { + "engine": "industry", + "status": "blocked", + "reason": "ConnectTimeout: timed out" + }, + { + "engine": "quant", + "status": "blocked", + "reason": "ConnectTimeout: timed out" + }, + { + "engine": "macro", + "status": "blocked", + "reason": "ConnectTimeout: timed out" + } + ], + "noComposite": true } diff --git a/landing/lenses/066130.json b/landing/lenses/066130.json index 0fe429ea3e9ad96ca51abff2a708b9141bf92a58..c03479970859cd529724bc75519edf083cb39117 100644 --- a/landing/lenses/066130.json +++ b/landing/lenses/066130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066310.json b/landing/lenses/066310.json index a2634d95d94a3d56b95f7dd117cc14dc2eb08a7c..7d50fcb24925edfe01cd3ce4cd7bf1f8b14f8a47 100644 --- a/landing/lenses/066310.json +++ b/landing/lenses/066310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066360.json b/landing/lenses/066360.json index 6a60ee208b11a8ccf4ff3987551aad6a1957a042..bd282898393b7e9c2f0f1181c0146d1d6c2a8ac4 100644 --- a/landing/lenses/066360.json +++ b/landing/lenses/066360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066410.json b/landing/lenses/066410.json index f347d0f929b13264e0f8bd16a78005b7933620b9..3739f53669f18d497d7cbfe7920b76b3fb6ff128 100644 --- a/landing/lenses/066410.json +++ b/landing/lenses/066410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066430.json b/landing/lenses/066430.json index 1b93e376cfc351ed69e104cae032acc00b58e36a..f7b791d08744c3637d064768986a9ff8a96c7712 100644 --- a/landing/lenses/066430.json +++ b/landing/lenses/066430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 35.68, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.43, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 35.68, + "score": 33.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 36.01, + "score": 33.76, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066570.json b/landing/lenses/066570.json index 1d8cd52e04c6c070046d4a0485f18203bfd70a55..123bf26c061afda20820a62d70f0835acfca0445 100644 --- a/landing/lenses/066570.json +++ b/landing/lenses/066570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "totalNotch": 4, "reasons": [ "대형기업 (매출 89조)", - "시가총액 36조 (시장 지위)" + "시가총액 33조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066590.json b/landing/lenses/066590.json index 6788cd4bd3ab57f46b6b009abcb712259f61db71..68253d821a12c912fceafaaf15332ac4211c138e 100644 --- a/landing/lenses/066590.json +++ b/landing/lenses/066590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 40.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 44.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 40.65, + "grade": "dCR-BB+", + "score": 44.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 41.05, + "grade": "dCR-BB+", + "score": 44.99, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -919,6 +919,7 @@ "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 268.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1108,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1261,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066620.json b/landing/lenses/066620.json index 7918a35cee12706b5d789cd321128290828805fb..deacd8aa9ccaa69256fa6e22737a88aeb6d678c3 100644 --- a/landing/lenses/066620.json +++ b/landing/lenses/066620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/066670.json b/landing/lenses/066670.json index acc601b08c1f7f7e05a8dafc0f62b758923e1a35..31e855cc5fb95c72a70762a3863172de4d86e8e5 100644 --- a/landing/lenses/066670.json +++ b/landing/lenses/066670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066700.json b/landing/lenses/066700.json index d115e4723736844ddff6e0f7403171a2d18e3ec4..c6d3fc0eb489f85d7b3eb36715db502c93405d86 100644 --- a/landing/lenses/066700.json +++ b/landing/lenses/066700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/066790.json b/landing/lenses/066790.json index 3a6616b44883859f3d6ef282c420e68b33f42548..53e8e5fa436ef1996ae8d022085ba6735d24931b 100644 --- a/landing/lenses/066790.json +++ b/landing/lenses/066790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066900.json b/landing/lenses/066900.json index ef27667b38850e736ba6ed5f11e8928cb995f2ba..06f329aaedc301a8f0b00c958b24d98dde5d5a28 100644 --- a/landing/lenses/066900.json +++ b/landing/lenses/066900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066910.json b/landing/lenses/066910.json index 32e676e844f42a5216548ac026809b9b9c4d3da8..1624263f4dd8ff7a2ff659a95accb650ee3c26c2 100644 --- a/landing/lenses/066910.json +++ b/landing/lenses/066910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066970.json b/landing/lenses/066970.json index 450c704c031499cda6f8c5c2b4999c0c23690a5e..75bcf0d30cb31ec8cc6e45cce4292c6b3bac7f21 100644 --- a/landing/lenses/066970.json +++ b/landing/lenses/066970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 42.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 42.89, + "score": 46.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 43.19, + "score": 47.0, "assumptions": { "scenarioStress": "moderate" } @@ -917,6 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 12.66%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066980.json b/landing/lenses/066980.json index e8f4eb9c7cee7d431261ed14cc045b77a7fbff71..e9cc73a5ed690a7bce585feb5870edab6d447a02 100644 --- a/landing/lenses/066980.json +++ b/landing/lenses/066980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067000.json b/landing/lenses/067000.json index 35cb24478f984bfeb2ad35f1a972a54509f59694..d9c474ee1339896e6f290143cffcfd1fc923deb1 100644 --- a/landing/lenses/067000.json +++ b/landing/lenses/067000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067010.json b/landing/lenses/067010.json index 4276b1410c8fbb7376b40414306e9a9e39a9791c..c1e0910a761afb9500f5f75cf1f9998c712b7018 100644 --- a/landing/lenses/067010.json +++ b/landing/lenses/067010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067080.json b/landing/lenses/067080.json index 9b1d26647a8bccd6a31f92df96d4631cad649fa7..fbd6eb29d3fe58cb1af756ed392f42f25bdc2844 100644 --- a/landing/lenses/067080.json +++ b/landing/lenses/067080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 15.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 18.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067160.json b/landing/lenses/067160.json index 49b0311e3f63bdbaa6cf49bf728598d2a78cab9d..bfe3ae29320f532de29cf6ad83091d59f00369bc 100644 --- a/landing/lenses/067160.json +++ b/landing/lenses/067160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067170.json b/landing/lenses/067170.json index 1e5ba6cff9d80dd1c298cd2c2e599b1d04c51554..16d6eca8c989c71211c68cd37da8bbcd581b3baf 100644 --- a/landing/lenses/067170.json +++ b/landing/lenses/067170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067250.json b/landing/lenses/067250.json index 094af3e0d4bb6575a2af10df0d63a829105213fc..fddf5f1f0f6732e0373a7b07c34d02569c88488c 100644 --- a/landing/lenses/067250.json +++ b/landing/lenses/067250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067280.json b/landing/lenses/067280.json index 78de1ebf3d2c3e60c5d2dae881003a62ae8b90b6..7c953eddfec6241224905b5faeb724bb4af2576a 100644 --- a/landing/lenses/067280.json +++ b/landing/lenses/067280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067290.json b/landing/lenses/067290.json index dd53c1da2588a49da0d98a16865a2974a265ebad..402452ffeceffbc5a95ccd05c8be55a42af55c7c 100644 --- a/landing/lenses/067290.json +++ b/landing/lenses/067290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067310.json b/landing/lenses/067310.json index e7618e9a1f3c2b08fd1f2cbb756b42a9ce6c964b..5d8bb64caed97bca482481e929b17b32563e6488 100644 --- a/landing/lenses/067310.json +++ b/landing/lenses/067310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,12 +1545,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d4bff01c980d", + "target": "067310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.365 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067370.json b/landing/lenses/067370.json index 63c434b12a0e84ef1d5fb94afa611b694bdd9e39..11e38d1ae19a8e921cea7e1586ee79af63b2faaf 100644 --- a/landing/lenses/067370.json +++ b/landing/lenses/067370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -770,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,10 +897,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -915,10 +915,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -929,7 +929,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -937,7 +937,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -945,7 +945,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067390.json b/landing/lenses/067390.json index 9137b48e93d9f509e1daa77081ca797bb44e37f6..f1665b385d20186058233598117ffb9a9da57211 100644 --- a/landing/lenses/067390.json +++ b/landing/lenses/067390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067570.json b/landing/lenses/067570.json index 3d8bfcb7be841be1be1a84ab1ac17361be70ce88..b622998b6716d5e9a16230e13a7f719e00f40522 100644 --- a/landing/lenses/067570.json +++ b/landing/lenses/067570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067630.json b/landing/lenses/067630.json index bfb49430218de426e8447407b9f0b4b69464071c..43fca364b890c64560cfe4db5005d1e54020f1d4 100644 --- a/landing/lenses/067630.json +++ b/landing/lenses/067630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 16.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,88 +1382,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d8cbc9f18352", - "target": "067630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067730.json b/landing/lenses/067730.json index d2b7c87e27e3c59791b9b5b9fb11de481f581b3f..65f5ae19d4928aad085aa70f9faac5bdf27228ce 100644 --- a/landing/lenses/067730.json +++ b/landing/lenses/067730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067770.json b/landing/lenses/067770.json index a47271365b40087e29481a621d3ad30ed1a7ca5d..de8de74bd11041a17c5871bff2eead49ffc36daa 100644 --- a/landing/lenses/067770.json +++ b/landing/lenses/067770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,7 +1126,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1148,7 +1148,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067830.json b/landing/lenses/067830.json index cf891fadb135923f562375b5c9ce6ad80ccd03e6..0db0d8472f1bc905b1375f184a348aebb42f5dcc 100644 --- a/landing/lenses/067830.json +++ b/landing/lenses/067830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067900.json b/landing/lenses/067900.json index be92b772effdfb51e96690c81d42bf685cda9d2d..0d29eb53016236b59632fb59986fdcaaba856a4b 100644 --- a/landing/lenses/067900.json +++ b/landing/lenses/067900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067920.json b/landing/lenses/067920.json index c13a201242a55b0276bb9a3dd4fc057c06458cc0..5d9b1c23b425d5536d73e0c5fe6942c9ec14ea17 100644 --- a/landing/lenses/067920.json +++ b/landing/lenses/067920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067990.json b/landing/lenses/067990.json index d3b60db2b92bd75a68c4586e4abe6ed59a93d144..9712dc6cbacd6b0756878a82481c3fb93b041131 100644 --- a/landing/lenses/067990.json +++ b/landing/lenses/067990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068050.json b/landing/lenses/068050.json index f11b0b17aaa49ca726d706c5c9ded54a2119d38f..84a9d31e67f2bc30de305fafe4a2351f4a68ca71 100644 --- a/landing/lenses/068050.json +++ b/landing/lenses/068050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.86%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068060.json b/landing/lenses/068060.json index f1e68878a5311751ba28b38b74103f2ab95b0af9..626bd1bbf098fe2ee6a6636fbf72ad9ea077dfdb 100644 --- a/landing/lenses/068060.json +++ b/landing/lenses/068060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068100.json b/landing/lenses/068100.json index 2f7a8ffcaaee0de96687b3612867ae3d73d31cb9..1d1695a1aeadf9730e1d8d32972b7f28a77db176 100644 --- a/landing/lenses/068100.json +++ b/landing/lenses/068100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -925,7 +925,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1331,7 +1331,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1349,15 +1349,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/068240.json b/landing/lenses/068240.json index faa6d9e56fa99470b1dbd9e9d684f3bc20fd59e5..cb28c7d8f39b06ed486566c30ae80e7c6f6c1b18 100644 --- a/landing/lenses/068240.json +++ b/landing/lenses/068240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068270.json b/landing/lenses/068270.json index 8ac506a38dd15666bb3967fbe583ff03e92259ea..83f3616ca39b050cc8a54be37cda4eec71fc05b2 100644 --- a/landing/lenses/068270.json +++ b/landing/lenses/068270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068290.json b/landing/lenses/068290.json index 0b4f43d01a75a4cf75525a00b9b2b015b0635308..8496fc7c7fe2ae481992708c4529aa5cb6973dac 100644 --- a/landing/lenses/068290.json +++ b/landing/lenses/068290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068330.json b/landing/lenses/068330.json index c3b592575419355bbe4945130d8931fe4fab0b62..c2249f2877f169bbd106caf8f044ba632792d262 100644 --- a/landing/lenses/068330.json +++ b/landing/lenses/068330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068400.json b/landing/lenses/068400.json index e865c8074b1dc2c0064c058d2c3894a87cb70ef5..7e8cc714c8c15b4773571770229672ddb0fe9285 100644 --- a/landing/lenses/068400.json +++ b/landing/lenses/068400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068420.json b/landing/lenses/068420.json index 7464cb253c685cd0f0baa0e6053c0af50ad7ea68..e43e0afee672026571ea4a8146314f384b399231 100644 --- a/landing/lenses/068420.json +++ b/landing/lenses/068420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -441,10 +441,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -460,10 +460,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -487,10 +487,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -505,10 +505,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -519,7 +519,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -527,7 +527,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -543,7 +543,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -559,7 +559,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068760.json b/landing/lenses/068760.json index 6b75000c9ebbe8bf4ba323ceab41b4ac976f8905..53ac23d4f762812d0552bb5d68865e796cc1779a 100644 --- a/landing/lenses/068760.json +++ b/landing/lenses/068760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068790.json b/landing/lenses/068790.json index 96656e936ddfbfe9baa09533cea532654e5838b1..b93c90f0030524794072bbf8524c7220a287fc1c 100644 --- a/landing/lenses/068790.json +++ b/landing/lenses/068790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,8 +1512,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/068930.json b/landing/lenses/068930.json index 2bd54638edf300c19d7a502779d21a1823e744ea..3199cd2f7453fae0e1d8286b1217cb43a8103977 100644 --- a/landing/lenses/068930.json +++ b/landing/lenses/068930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068940.json b/landing/lenses/068940.json index 189ac9970f9a096531124d63cafd7054a69bb129..8704f6ba70071919f969c9c365bea16ad4e12812 100644 --- a/landing/lenses/068940.json +++ b/landing/lenses/068940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069080.json b/landing/lenses/069080.json index 5c5bbf8d4e85b398848a55de24605ae2603aa589..ec13c9d854a7985760f7103d9b2f13595143c3e2 100644 --- a/landing/lenses/069080.json +++ b/landing/lenses/069080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069110.json b/landing/lenses/069110.json index 9c57996df1cedce96cbc05a510750fcc722f9355..630f2409f9d8bebcce44b7f98da8b09cb9a741ca 100644 --- a/landing/lenses/069110.json +++ b/landing/lenses/069110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069140.json b/landing/lenses/069140.json index bf70904be8523cacde5c9eed178f5fc475de9b05..eb0658116e46e495de0588aaeaaad94a947663ea 100644 --- a/landing/lenses/069140.json +++ b/landing/lenses/069140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069260.json b/landing/lenses/069260.json index 140e908cff5827488e269128f0316d23e6a1cf2c..1cd505bc59d7dde3cc46a791c08b5d2f6120b1a2 100644 --- a/landing/lenses/069260.json +++ b/landing/lenses/069260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069330.json b/landing/lenses/069330.json index e0cb686d557c6f85b4ca61d92969445bbc8e3a0f..c51056fa653d159285dd7feb286a56f579b53ac0 100644 --- a/landing/lenses/069330.json +++ b/landing/lenses/069330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069410.json b/landing/lenses/069410.json index 9b6ade2005d7b2caa8356c932d02a644bfb5273e..80f86d94aaf3f7a20fb5cc7a6e2870de45661550 100644 --- a/landing/lenses/069410.json +++ b/landing/lenses/069410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069460.json b/landing/lenses/069460.json index 39c16c75793d56f394a7f436a0d88ac507f6c05c..e78814152228e450e6ee4b38153fa4476dd91a56 100644 --- a/landing/lenses/069460.json +++ b/landing/lenses/069460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-22", "period": null, "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-22", "period": null, "status": "observed", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069510.json b/landing/lenses/069510.json index 523703976f58a5e4c16e82a82ba984f95ef30af5..c11b188f72ef710117325752593b46b71c009090 100644 --- a/landing/lenses/069510.json +++ b/landing/lenses/069510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069540.json b/landing/lenses/069540.json index 3cd254ed648535a0201b6c0f8496a03f5d3acdc2..8f48d46fee7533c3fc3eaf103f1d73176727b780 100644 --- a/landing/lenses/069540.json +++ b/landing/lenses/069540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069620.json b/landing/lenses/069620.json index 2152656ce8d02062b65aefe9dacc1d113bfd4416..8ed5975ebf55e974b43dc0da3d68e3a02a5f83ce 100644 --- a/landing/lenses/069620.json +++ b/landing/lenses/069620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1475,7 +1475,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1497,7 +1497,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1515,8 +1515,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069640.json b/landing/lenses/069640.json index d281952a57c187a7657860f6f14ed73f30ef2d1a..51a3fdf33652a8b547fcda86a681ecf261aefa26 100644 --- a/landing/lenses/069640.json +++ b/landing/lenses/069640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069730.json b/landing/lenses/069730.json index 29d3761ff43275e794855e6c5877fa198f6a93f2..7ce123566839412d654a087593e90c8e17732c94 100644 --- a/landing/lenses/069730.json +++ b/landing/lenses/069730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069920.json b/landing/lenses/069920.json index 9a67c3c7fb2d22d98c8d4409893830ee5e7791ab..861c3ae40191ff578f4f43ec35eea0148de4493e 100644 --- a/landing/lenses/069920.json +++ b/landing/lenses/069920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 191.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 188.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069960.json b/landing/lenses/069960.json index 9e6e11ed870041ddbe086f57793dd1d58c108b57..075685d4d82cbd3a794b2c9e4dffa3a50cc2bc0a 100644 --- a/landing/lenses/069960.json +++ b/landing/lenses/069960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.83, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.58, + "score": 24.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.91, + "score": 26.16, "assumptions": { "scenarioStress": "moderate" } @@ -911,6 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070080.json b/landing/lenses/070080.json index 0a49c6a2304c8025866dc690f1d111f9ccb317e0..74f49e495313663430fd59333b8aa6664980ea8b 100644 --- a/landing/lenses/070080.json +++ b/landing/lenses/070080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1088,10 +1088,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1106,10 +1106,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070300.json b/landing/lenses/070300.json index 1d1f7d4f18b8270928fdbdde72c9249e96f39e46..5d3c0e3b2b8a29383b51e220913c63d36ed69327 100644 --- a/landing/lenses/070300.json +++ b/landing/lenses/070300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070590.json b/landing/lenses/070590.json index 12bab6577552665980a6dd1228274fde344c698b..f05f630f103d82ca64bd59b631c432218d16fb19 100644 --- a/landing/lenses/070590.json +++ b/landing/lenses/070590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070960.json b/landing/lenses/070960.json index 5b4acc63d54abc39a6f4761abfefcd9fda7b390f..e42108872b01f7f13de846c3fb579865b79ade5b 100644 --- a/landing/lenses/070960.json +++ b/landing/lenses/070960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071050.json b/landing/lenses/071050.json index a5ea8b85119b7e15b2c1a5fbf845fef1427b00df..142970d26e4655a523f4bbe3b90c1087180a487f 100644 --- a/landing/lenses/071050.json +++ b/landing/lenses/071050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071090.json b/landing/lenses/071090.json index 0f7faf26b77e74e0867c0b67b0f2c5f63b8b1f6e..aa3f59ee0ea4d54f95305357ad29fb0d15ee8a6b 100644 --- a/landing/lenses/071090.json +++ b/landing/lenses/071090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1553,88 +1553,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bd268416d29e", - "target": "071090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.735 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071200.json b/landing/lenses/071200.json index 6a1e52cacba6c1da9376ec42cdf110a56ef2e51c..0aaa6ced3b2c2b4895e1a9a83f5a901f94a1601b 100644 --- a/landing/lenses/071200.json +++ b/landing/lenses/071200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071280.json b/landing/lenses/071280.json index 32a25fbef77d0cf299650d99bce6aa9911887edf..677947eef2782b3e91d80d7110d2834632f23be8 100644 --- a/landing/lenses/071280.json +++ b/landing/lenses/071280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071320.json b/landing/lenses/071320.json index c70935edde339c636492cab06998c5141f9eb235..f045abe804ef0bb241ca38aebaf98c2f80d8fd0e 100644 --- a/landing/lenses/071320.json +++ b/landing/lenses/071320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1511,12 +1511,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b547b58020c8", + "target": "071320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.586 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071460.json b/landing/lenses/071460.json index 7ea33f681ec51fe19ad281b34279d96a54861ae1..62eda0d6978db61ad7a347769bef619e95dbe659 100644 --- a/landing/lenses/071460.json +++ b/landing/lenses/071460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071670.json b/landing/lenses/071670.json index 70cab678d098e39d2be7e1da763c035d3ed02628..5e43163d28d4ce96a2194e5df00f63eea9f4c192 100644 --- a/landing/lenses/071670.json +++ b/landing/lenses/071670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 20.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 22.23%). 최근 주가 하락이 반영된 결과", "D/EBITDA 175.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071840.json b/landing/lenses/071840.json index df87afce2612f81961c707e907392e96016a43d5..37601c82f57634d2bbe69c37de196a6a76f68499 100644 --- a/landing/lenses/071840.json +++ b/landing/lenses/071840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.31, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.56, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -825,15 +825,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.31, + "grade": "dCR-BBB-", + "score": 27.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.84, + "grade": "dCR-BBB-", + "score": 28.09, "assumptions": { "scenarioStress": "moderate" } @@ -916,10 +916,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1222,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071850.json b/landing/lenses/071850.json index 23a6d278d8d89ee18486d658d60ff061afab7ae1..d07308f97f9246bec3d53699139e96b28579a4b9 100644 --- a/landing/lenses/071850.json +++ b/landing/lenses/071850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:78524f5545ed", - "target": "071850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.614 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071950.json b/landing/lenses/071950.json index b6ae3b91d4d339fb56a36cfd4e5b08b4a84265cc..8bb7c915a16b52c5c6bd743ec503ca78b19fc2ca 100644 --- a/landing/lenses/071950.json +++ b/landing/lenses/071950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 184.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 168.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071970.json b/landing/lenses/071970.json index dee8e353c60ced56dd0dbfc34ebda26c81d9cbfa..ea804c2630abccfa149bd3ca34b5a72a6d3a6292 100644 --- a/landing/lenses/071970.json +++ b/landing/lenses/071970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,88 +1553,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c379719d4464", - "target": "071970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072020.json b/landing/lenses/072020.json index e692f9922aee64465a54b17f945b2cb649117ee6..d0cac0909b726c820eddc9df49b323c98706fe22 100644 --- a/landing/lenses/072020.json +++ b/landing/lenses/072020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072130.json b/landing/lenses/072130.json index c8c288f1b1761b27d5c80ff6bf33f0caaeaf9f39..31aecb33fbc3b5e0e71862b3c8f124ad4ae6a8da 100644 --- a/landing/lenses/072130.json +++ b/landing/lenses/072130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072470.json b/landing/lenses/072470.json index 8afeb8e18210200b53e0a469ddfdbdc422760015..f1a42132c477da65e8de93d486f92b89447e773c 100644 --- a/landing/lenses/072470.json +++ b/landing/lenses/072470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.44%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/072710.json b/landing/lenses/072710.json index eb077e651095e7017e5bfcd70652d4b82149f31d..a191ccbd9d42a16242d7aa5e5f8f85a93aa908dc 100644 --- a/landing/lenses/072710.json +++ b/landing/lenses/072710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072770.json b/landing/lenses/072770.json index 04bfcda95f26df034bfffe9bd76aac0b4eca5d96..0a56d1c1746507a95b7399d00d54accc67ee9ab7 100644 --- a/landing/lenses/072770.json +++ b/landing/lenses/072770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072870.json b/landing/lenses/072870.json index 2cc90dc273c0c59be454b6546560a9579dad0bcf..36fcb6f9b709c9575b60c3b3e764c083200df87a 100644 --- a/landing/lenses/072870.json +++ b/landing/lenses/072870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072950.json b/landing/lenses/072950.json index b3f3f475073015c430e4616d0686623542544805..c7fa76aa5a3adc62915e032013653a7f85e3ec89 100644 --- a/landing/lenses/072950.json +++ b/landing/lenses/072950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.69, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.70, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.69, + "grade": "dCR-AA-", + "score": 9.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.87, + "grade": "dCR-AA-", + "score": 9.96, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072990.json b/landing/lenses/072990.json index 4c7ac5a174d17deb1e70df206cbd2672ead95df3..7c03809dd2f11ed5df19ff8411e5fb5c7a3424d2 100644 --- a/landing/lenses/072990.json +++ b/landing/lenses/072990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073010.json b/landing/lenses/073010.json index ee3fab6b47b7a5a8cbc8239a96fe6be535c8f260..2757f867a63964a09db199796e4f6b7833e7b29b 100644 --- a/landing/lenses/073010.json +++ b/landing/lenses/073010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,7 +925,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 8.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073070.json b/landing/lenses/073070.json index c3c5eed99b32a8155b40d847a7750154edcead35..cb852b8dd8fc61cc14c21614e9077779556d3c35 100644 --- a/landing/lenses/073070.json +++ b/landing/lenses/073070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -155,7 +155,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2020", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -202,7 +202,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -249,7 +249,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2020", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -296,7 +296,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2020", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,10 +1124,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073110.json b/landing/lenses/073110.json index e93f734cfc0e7ff049f42d10bf3fe12705db4a5d..fa8b3c0247a0a7fc65ecfffa033c56b8cd3d4c66 100644 --- a/landing/lenses/073110.json +++ b/landing/lenses/073110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073190.json b/landing/lenses/073190.json index 68ea0e40424ee359d6eda4e06adafca0b480539c..33a221ca99ee89e9ac89bc71ad8c0a7dd4ebd0b4 100644 --- a/landing/lenses/073190.json +++ b/landing/lenses/073190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-19", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-19", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-19", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073240.json b/landing/lenses/073240.json index d109b8b7c08c3105fd3aa540cbe61ed6b05c5b51..38f5854ac8dcc3d278f87a3899f54b37e8958ea0 100644 --- a/landing/lenses/073240.json +++ b/landing/lenses/073240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1505,88 +1505,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6b706740a3dc", - "target": "073240", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.522 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073490.json b/landing/lenses/073490.json index 5fd834a8cdd824c1fd48355ebc52432d2baf2510..e7ced8c7787ecdd06a5e2b823f28dc553014a667 100644 --- a/landing/lenses/073490.json +++ b/landing/lenses/073490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073540.json b/landing/lenses/073540.json index 50d000e23a7b374bd5684c4b93f888ad146f70dd..6a0098ddcd03aa9de33a412c4588c52be43e1dbb 100644 --- a/landing/lenses/073540.json +++ b/landing/lenses/073540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 6.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,12 +1382,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b858ab121785", + "target": "073540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.57 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073560.json b/landing/lenses/073560.json index bb5840a50551d369dc36555620a19edd81fe9658..667d6bb019af515aff115ba48b4cc97ce875fea4 100644 --- a/landing/lenses/073560.json +++ b/landing/lenses/073560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073570.json b/landing/lenses/073570.json index f989e79f183bd4638d4a645ea3cd7b9a43579d6e..79bcf42907b2fa704d28cb2b7f13771b922d4adf 100644 --- a/landing/lenses/073570.json +++ b/landing/lenses/073570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -908,8 +908,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -939,10 +939,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -952,7 +952,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,10 +1075,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1093,10 +1093,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073640.json b/landing/lenses/073640.json index 49d451c1fd3c1f13e28754f59e85b1d5bdc921f7..896542d01fbccc40ba9b3a4f2477abbee9385467 100644 --- a/landing/lenses/073640.json +++ b/landing/lenses/073640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074430.json b/landing/lenses/074430.json index e38239f6044395a1d1d40500964a1a9b0967e924..b0bc6ac85c79089f4bea8ca8a419b2bf5fb3bb47 100644 --- a/landing/lenses/074430.json +++ b/landing/lenses/074430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074600.json b/landing/lenses/074600.json index c82d7a9505ed3a1db563ca92be29e9385b6f5aba..489c2216db7a5de5c86827f1eb1e71a2267ba484 100644 --- a/landing/lenses/074600.json +++ b/landing/lenses/074600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.48, + "grade": "dCR-BB", + "score": 38.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.57, + "score": 39.82, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 60점으로 등급 하방 압력", @@ -928,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074610.json b/landing/lenses/074610.json index 67b8c06efbeb0d112bc115b0cfcda240957934f6..7e9673718e07ccea84302beb915e3be0c0cc96d4 100644 --- a/landing/lenses/074610.json +++ b/landing/lenses/074610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/075130.json b/landing/lenses/075130.json index e7f603b700637b7fae6e860e1790ca3fa060853f..5f24f6df00f26b014ab4b8d77ca58927dd9397b8 100644 --- a/landing/lenses/075130.json +++ b/landing/lenses/075130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/075180.json b/landing/lenses/075180.json index 979fb8b86cfa7c8128b2b48ec7759144b05da795..456192bcd1d03935d2950e3e5805ccc0033a099b 100644 --- a/landing/lenses/075180.json +++ b/landing/lenses/075180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075580.json b/landing/lenses/075580.json index 4bb6cd9da3dee6dd0671406f609a9cfaddb7b701..073dbf79fb88dc428f2563f2189bd5f26a28e352 100644 --- a/landing/lenses/075580.json +++ b/landing/lenses/075580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.08, + "grade": "dCR-BBB+", + "score": 19.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.27, + "grade": "dCR-BBB+", + "score": 20.27, "assumptions": { "scenarioStress": "moderate" } @@ -906,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:82b5d9bb54dc", - "target": "075580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/075970.json b/landing/lenses/075970.json index 110719b80558ed7ecdeb8d2adbcf017c43f53175..ed4cc199cfa2c5e850da99814b04402e68febbdd 100644 --- a/landing/lenses/075970.json +++ b/landing/lenses/075970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076080.json b/landing/lenses/076080.json index 39db50beafc46cf7b4379a23a4598f153cc7c573..94bc0cc11797ed175ac1827a10772d2eee4ad31d 100644 --- a/landing/lenses/076080.json +++ b/landing/lenses/076080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076610.json b/landing/lenses/076610.json index 12d7708d5921cdc15120044de513cbc2086a63b5..8b12f998653da74400f82204c779d56720d438ce 100644 --- a/landing/lenses/076610.json +++ b/landing/lenses/076610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077360.json b/landing/lenses/077360.json index e367d769dae3e13b3264cb6ebc0fc08ed1237cc9..89ba7d18fa00be0217c48d22663a9f57288a2a26 100644 --- a/landing/lenses/077360.json +++ b/landing/lenses/077360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077500.json b/landing/lenses/077500.json index 7a0f7f386eb1e76910485fa44b8885c1520ad210..91b703d910e17f509bbcc696c09b69105bbf3723 100644 --- a/landing/lenses/077500.json +++ b/landing/lenses/077500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077970.json b/landing/lenses/077970.json index d855bf97938b135db0f550077a8d8ca4a3653fbc..509813b4da4463796c74685e5d6704946ef22caf 100644 --- a/landing/lenses/077970.json +++ b/landing/lenses/077970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2c1e42036c28", - "target": "077970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078000.json b/landing/lenses/078000.json index 60a37497354c844aa495b64956b5326af32d36f1..52034a5dbc53e04685786072756643a60856733b 100644 --- a/landing/lenses/078000.json +++ b/landing/lenses/078000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078020.json b/landing/lenses/078020.json index 3a524f671e6702aa6c12670d01b894429ef82847..f9570ceefc1a4baaa0d027cff095178357af8e25 100644 --- a/landing/lenses/078020.json +++ b/landing/lenses/078020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078070.json b/landing/lenses/078070.json index 648f1e7380eab5f9ef45a84310e57987a6d510dc..034ce51201ca336a181b24ca925781bc22c9ba55 100644 --- a/landing/lenses/078070.json +++ b/landing/lenses/078070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078130.json b/landing/lenses/078130.json index 39be10969c25ad02b5755adda59f7d3a5b8fd9e7..dfaf38a6a57042831258559c9c84a36fc91ff76a 100644 --- a/landing/lenses/078130.json +++ b/landing/lenses/078130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/078140.json b/landing/lenses/078140.json index c4ab687d0bb8d2a96b7e0101efdb84343405ad54..03dd5565b5ca15c5a9f91aab239adbb863ca47f2 100644 --- a/landing/lenses/078140.json +++ b/landing/lenses/078140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078150.json b/landing/lenses/078150.json index c1ed1c1acda3ac7bd31cba243ffb441c2ea311c3..93d538c32af519fb78ac44a78b12d09ec886f46a 100644 --- a/landing/lenses/078150.json +++ b/landing/lenses/078150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 28.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.64, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 28.63, + "score": 30.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 29.35, + "score": 31.25, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:46c7da9ca6ca", + "target": "078150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.242 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078160.json b/landing/lenses/078160.json index 5b56c37cf1e169689b75128fc764ea9eb8e3ef25..766880584f87991e2a6d91f63bfd2b3ad4f7ec9c 100644 --- a/landing/lenses/078160.json +++ b/landing/lenses/078160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078340.json b/landing/lenses/078340.json index 90f8088cd5d69d3644db2910db7ea1c83fcde931..048f6f5aa6d954158cf68b2682f2f6477fb4ac73 100644 --- a/landing/lenses/078340.json +++ b/landing/lenses/078340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078350.json b/landing/lenses/078350.json index 9d8bc8c79becc660f55b16773bd8021481e588a2..9ceb8269d87bd74268ef77f2a85e2b6983f03261 100644 --- a/landing/lenses/078350.json +++ b/landing/lenses/078350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.84, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.46, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.84, + "grade": "dCR-A-", + "score": 18.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.1, + "grade": "dCR-BBB+", + "score": 19.79, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -912,10 +912,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078520.json b/landing/lenses/078520.json index fb9ffd6a2be281969793e87111cf10a815e95fca..e3cf1c2573f0fc8ac956a9053b72c863aa2fdcf9 100644 --- a/landing/lenses/078520.json +++ b/landing/lenses/078520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078590.json b/landing/lenses/078590.json index 4eeaf1316c063d66f2cf506ce32ac65aba8fd499..0245100f0867da391e05fe0503cd1c1da6d1788e 100644 --- a/landing/lenses/078590.json +++ b/landing/lenses/078590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078600.json b/landing/lenses/078600.json index 65653f939470417d5ea911a2201773edae7c939a..ebf4242d92c001c5979a0eb4b28a84453ccf5ee6 100644 --- a/landing/lenses/078600.json +++ b/landing/lenses/078600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 37.56, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.81, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 37.56, + "score": 39.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 38.57, + "score": 40.82, "assumptions": { "scenarioStress": "moderate" } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078860.json b/landing/lenses/078860.json index 9fee5b2ec68ddd487b0006bd9be46b6aad2b4132..cf66d1ab77990cff9d74b4af8b0d79b9c0eed711 100644 --- a/landing/lenses/078860.json +++ b/landing/lenses/078860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078890.json b/landing/lenses/078890.json index 83a4862d1f95f4a55a65d88cdaf38d2eb672c9a0..97edf85ab2f559c7cce4b6c1ae84e41ea64578f9 100644 --- a/landing/lenses/078890.json +++ b/landing/lenses/078890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078930.json b/landing/lenses/078930.json index c40e4b92ff71813ffaf30fb9b8f1ca0041e41270..d71e680420839e1f51d1015b1fe55841a778d776 100644 --- a/landing/lenses/078930.json +++ b/landing/lenses/078930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079000.json b/landing/lenses/079000.json index 1807db0bc2f0d7688563d2d44f093154d61065c9..01a2084d529dafe3ab397197a5a5cb209b866ac0 100644 --- a/landing/lenses/079000.json +++ b/landing/lenses/079000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -981,7 +981,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,10 +1095,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1113,10 +1113,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079160.json b/landing/lenses/079160.json index 9efc9f7a4c03210cbfbb0973f18ae61fde24172f..4ee7d9f4d033914759b430e5503eef89551ee773 100644 --- a/landing/lenses/079160.json +++ b/landing/lenses/079160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079170.json b/landing/lenses/079170.json index b993122627a08080f6dfd8c8d1839c037c17c1a6..1682e7dcf6a5b03070e77993c1811821331e7169 100644 --- a/landing/lenses/079170.json +++ b/landing/lenses/079170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,10 +1108,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079190.json b/landing/lenses/079190.json index 73da77a4df264ac21fb671ce7711a7d43fa6582c..bf48d6813300080d36b761a95a80bbf0b28db340 100644 --- a/landing/lenses/079190.json +++ b/landing/lenses/079190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079370.json b/landing/lenses/079370.json index 0ee047f111bbef982c3bf8f7b29c78fe6a132059..4ed541aa75ac9fd8df35ebd68c402e24d5c1faa6 100644 --- a/landing/lenses/079370.json +++ b/landing/lenses/079370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.58, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.04, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.58, + "grade": "dCR-BBB", + "score": 26.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 29.38, + "grade": "dCR-BBB", + "score": 26.72, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.75%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079430.json b/landing/lenses/079430.json index 8221a7d706be609db9335a50062d3d669210850a..ff54b48ed43dacf164093b653f0e8948961d5160 100644 --- a/landing/lenses/079430.json +++ b/landing/lenses/079430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079550.json b/landing/lenses/079550.json index 1bbc87c533b5a0e78fccb3f5e2c3e8e9f9b8eec1..ba9997dcb2e9f389b2c0c3b5f923a92bd9cd6401 100644 --- a/landing/lenses/079550.json +++ b/landing/lenses/079550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.37, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.55, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.37, + "grade": "dCR-BB", + "score": 39.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.74, + "grade": "dCR-BB", + "score": 40.94, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3ea460e6d503", - "target": "079550", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079650.json b/landing/lenses/079650.json index 2ae7ebc53d6d97d11d40a5b5f854bf7741c726f1..633abebec37fbd6547db36d734dc03511dbe6912 100644 --- a/landing/lenses/079650.json +++ b/landing/lenses/079650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079810.json b/landing/lenses/079810.json index e35cd123bce097dbeffd8f7aa7d09487bfbdf92c..728eea3a203640d527f3c44d45c322de3392ea59 100644 --- a/landing/lenses/079810.json +++ b/landing/lenses/079810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079900.json b/landing/lenses/079900.json index 6b06a773067e86ed28243a90752307f24239b714..50230e8e07e4225f4e9862fbc24437e8b4ad6bf7 100644 --- a/landing/lenses/079900.json +++ b/landing/lenses/079900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -700,15 +700,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1122,12 +1122,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3a04b8e05304", + "target": "079900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079940.json b/landing/lenses/079940.json index e959aaea40ac1d2024e3866c9b0237194ad334f8..c97d5a8dadc442b5d5dc151c74d758d845d4722f 100644 --- a/landing/lenses/079940.json +++ b/landing/lenses/079940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079950.json b/landing/lenses/079950.json index 09907dc3a08df17fef48d0d38dc87980504a7550..de19f4fb73b6e5d7fc744c409e93c70c082ddaf6 100644 --- a/landing/lenses/079950.json +++ b/landing/lenses/079950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079960.json b/landing/lenses/079960.json index a7c3726b032fddba8bf7f033b4dc25f956a189ab..8661a81f30808d9966a1ac64811fe8fabb582c0c 100644 --- a/landing/lenses/079960.json +++ b/landing/lenses/079960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/079970.json b/landing/lenses/079970.json index bbeced26632c87817e3b136a4b1a4937e6bc1191..dfc28868782b18215b25441415f577b049f264dc 100644 --- a/landing/lenses/079970.json +++ b/landing/lenses/079970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079980.json b/landing/lenses/079980.json index b6e0b6d7296920e3505a1d7e379aef37d726e82c..eeb35fb4e89caeb583bc6039ef4bc2a7f176b9f5 100644 --- a/landing/lenses/079980.json +++ b/landing/lenses/079980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 15.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/080010.json b/landing/lenses/080010.json index e88279aba12cab20a28783db52b690f74e68302d..679c03e3af9a4ab8ad252f3b70966fe0ab48b202 100644 --- a/landing/lenses/080010.json +++ b/landing/lenses/080010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,7 +1668,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1690,7 +1690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1708,8 +1708,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080160.json b/landing/lenses/080160.json index 2452c37d85192e9b8440ba49ad198f41c589b14b..372da226bf79dbf890a28e1ff3637ed426e5f5f2 100644 --- a/landing/lenses/080160.json +++ b/landing/lenses/080160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,12 +1667,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8279ddd857c7", + "target": "080160", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.45 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080220.json b/landing/lenses/080220.json index f7e151a07ab12673faa6d0ef44d9458716a6735d..a0855a80c03f5f2bba811ab9190b9318b4e3e779 100644 --- a/landing/lenses/080220.json +++ b/landing/lenses/080220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080420.json b/landing/lenses/080420.json index e522133450af6e3c6d2e726893fae92f8fbb59c9..9c1b872d1ffde0cb686ec49ddca66a0847d7e69e 100644 --- a/landing/lenses/080420.json +++ b/landing/lenses/080420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080470.json b/landing/lenses/080470.json index 1b47426b7a8f16a311141a1e07a131e4568411dc..989f408584cf6105855b70621fde78f73cdd8847 100644 --- a/landing/lenses/080470.json +++ b/landing/lenses/080470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0bf176111996", - "target": "080470", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080520.json b/landing/lenses/080520.json index 917f97240870be415243b02a1ef604fdb30aaeac..2866e7f8b4fdda3f4601d661efabb8d64ab96e7d 100644 --- a/landing/lenses/080520.json +++ b/landing/lenses/080520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080530.json b/landing/lenses/080530.json index f07291ca2e63b1975777c86bf756f8d7a973049b..11623a452b0273d717d6362880c6c4f34cf7c414 100644 --- a/landing/lenses/080530.json +++ b/landing/lenses/080530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,15 +1510,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/080580.json b/landing/lenses/080580.json index a76641613e5420f5fd2fa518755ad86cb8c3f83e..917f8cd4b0a51192e9647e9eb073d435689e9c49 100644 --- a/landing/lenses/080580.json +++ b/landing/lenses/080580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080720.json b/landing/lenses/080720.json index 9a04f9504cf8fe58fa1571c04de24de43b314f50..96657cd2b02b2f9fc65dbdee5855ed52d4a9a497 100644 --- a/landing/lenses/080720.json +++ b/landing/lenses/080720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081000.json b/landing/lenses/081000.json index 33e6ef2673a8a9f995f793761f6b97ba1a1d49f9..7ed970b351f38e7332029e036223b80538afe464 100644 --- a/landing/lenses/081000.json +++ b/landing/lenses/081000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081150.json b/landing/lenses/081150.json index 465441e2caabd33569bc8853790ea1abc15001db..aaa4299e5139f08a0bf37c5ae1231a3abd0462cd 100644 --- a/landing/lenses/081150.json +++ b/landing/lenses/081150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 46점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081180.json b/landing/lenses/081180.json index 1d7abdf86b21fbf6057d4cb3a280707ad41e29b5..33fa84359f09785c8133979987c79c11658e99a7 100644 --- a/landing/lenses/081180.json +++ b/landing/lenses/081180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -451,14 +451,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -578,10 +578,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -597,8 +597,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -610,8 +610,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,10 +628,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -641,7 +641,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -650,7 +650,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -718,10 +718,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -737,10 +737,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081580.json b/landing/lenses/081580.json index 17d52bda6bef07d415a0c2e9c39e7c7da7420919..0c045894a63d7efffd9f1948fb618b3a2ee25ff7 100644 --- a/landing/lenses/081580.json +++ b/landing/lenses/081580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/081660.json b/landing/lenses/081660.json index 3df6dfdbf9704bc4999b2189a8fc98f567ccd95a..f53ef45d0bd2c332d7564a75e36aedea0855eec9 100644 --- a/landing/lenses/081660.json +++ b/landing/lenses/081660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081970.json b/landing/lenses/081970.json index c9cf121e138facf790c9aca38c173728d8dfcfe2..e16f9c6d00090a0af99d359ed6c46f0ce0722160 100644 --- a/landing/lenses/081970.json +++ b/landing/lenses/081970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082210.json b/landing/lenses/082210.json index 34832278bdff598171ba92b8218abc80646fc729..926376e55abc41b27c7f6e9f3709632326e05d13 100644 --- a/landing/lenses/082210.json +++ b/landing/lenses/082210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082270.json b/landing/lenses/082270.json index cb6e80d86be080d32f43ad878c57aaa20bd9bd9c..1600727f1d70e2a8b6dfd1d27c3cfd5f366635de 100644 --- a/landing/lenses/082270.json +++ b/landing/lenses/082270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 105.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082640.json b/landing/lenses/082640.json index 468778c43b33c96273ff9a9708b70dbd87bb69d6..1aa09570bd549767e03ac5f23cae404d894ffcda 100644 --- a/landing/lenses/082640.json +++ b/landing/lenses/082640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -291,13 +291,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -479,14 +479,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -606,10 +606,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -652,7 +652,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -672,7 +672,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -786,10 +786,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", diff --git a/landing/lenses/082660.json b/landing/lenses/082660.json index b723795d12d1469552502da323ae0016b3a812fd..b84941a9b4bc4bf954a88a4a3e6a5b8d9260cf1a 100644 --- a/landing/lenses/082660.json +++ b/landing/lenses/082660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082740.json b/landing/lenses/082740.json index 8741664eb992bd05fc563429a40b0074a0115cf0..3fdb9f38635d1d2f3a8de6a0eaf19d58e53d0b23 100644 --- a/landing/lenses/082740.json +++ b/landing/lenses/082740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 20.45, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 22.45, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -825,15 +825,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 20.45, + "grade": "dCR-A-", + "score": 22.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 21.52, + "grade": "dCR-A-", + "score": 23.52, "assumptions": { "scenarioStress": "moderate" } @@ -916,7 +916,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -925,7 +925,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -942,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082800.json b/landing/lenses/082800.json index cfb70332dff9666fe7bae68027ff2440b22a6fad..c2372db7035e5465f9e055a17de317068f5e17a6 100644 --- a/landing/lenses/082800.json +++ b/landing/lenses/082800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 16.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 20.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fc59c5698ba9", - "target": "082800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/082850.json b/landing/lenses/082850.json index 277b8ee08bc4358db964c446d2d3d926fa67f5bf..571e8a6a66620b0b73bcad7984b379fc3520287b 100644 --- a/landing/lenses/082850.json +++ b/landing/lenses/082850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082920.json b/landing/lenses/082920.json index f93f65ddc8fabba539eccad5d3807f476c599602..787025100a58818afede9cca15d0aecc601eb17e 100644 --- a/landing/lenses/082920.json +++ b/landing/lenses/082920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,7 +1545,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1567,7 +1567,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1585,8 +1585,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/083310.json b/landing/lenses/083310.json index e51c77e63503ce9d044defe4ba2782e7191071de..e3a4b463242e688405de406903601bd0b9c1ad9e 100644 --- a/landing/lenses/083310.json +++ b/landing/lenses/083310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083420.json b/landing/lenses/083420.json index a4b24ffe404252c6451ded88fa81c5b6098d8391..afbed6c29a33bf17da44f226e3f63617bc850ebd 100644 --- a/landing/lenses/083420.json +++ b/landing/lenses/083420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083450.json b/landing/lenses/083450.json index ee73bd23715b457f227913792c8b96f71cc6f520..cd886f49877f03819756779a79aa69ae11c3b662 100644 --- a/landing/lenses/083450.json +++ b/landing/lenses/083450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,15 +1650,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/083470.json b/landing/lenses/083470.json index c1b4485787a81dfe939e6c7270203f41573e1fb4..5be4af11cb049a7124d9d97c1a05520f4ab7749f 100644 --- a/landing/lenses/083470.json +++ b/landing/lenses/083470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083500.json b/landing/lenses/083500.json index 693f44d59219846b7c21656993fcfcc06999f349..4201252304d79558d9a7b40e74973700904fa17a 100644 --- a/landing/lenses/083500.json +++ b/landing/lenses/083500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.42, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.42, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.42, + "score": 7.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.15, + "grade": "dCR-AA-", + "score": 8.15, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -922,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083550.json b/landing/lenses/083550.json index ad0efa70fba27b05c08e42a6fb8ea5e5bb802283..b8303014d2e1ebea5e689c8b38dad16576402621 100644 --- a/landing/lenses/083550.json +++ b/landing/lenses/083550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083640.json b/landing/lenses/083640.json index ce09571e8b1064dd620e934fafb8c397eb958362..4b1cdd4737903e28278627797606cef870c48a3a 100644 --- a/landing/lenses/083640.json +++ b/landing/lenses/083640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083650.json b/landing/lenses/083650.json index 3aad4a36429e6cd798485a8e5e6cbe630cfcb702..b6be4335bf6ebf2881242c6a909431f609c36500 100644 --- a/landing/lenses/083650.json +++ b/landing/lenses/083650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1669,7 +1669,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1691,7 +1691,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1709,8 +1709,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/083660.json b/landing/lenses/083660.json index 9569aadcc614694e9cae91d33647c12f1aff6313..474a9061621aa011436bc64e8e7ca1eb3133a157 100644 --- a/landing/lenses/083660.json +++ b/landing/lenses/083660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083790.json b/landing/lenses/083790.json index 5adca876595ecd8e5b2e8e913fe17e8c92a62b0a..b6a9df7f05e7e669f3a95649c3ff28ae769caad1 100644 --- a/landing/lenses/083790.json +++ b/landing/lenses/083790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 50.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,14 +743,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.52, + "score": 50.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.02, + "score": 51.27, "assumptions": { "scenarioStress": "moderate" } @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 29.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083930.json b/landing/lenses/083930.json index c885adb2a707e24a34379d73e135bcce70a77d14..07b39f827ec0283cea4b392b582d2d7f07b3e626 100644 --- a/landing/lenses/083930.json +++ b/landing/lenses/083930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084010.json b/landing/lenses/084010.json index d7226ded29388ed0cd009855f7b45a95a46a2b34..a19863818fd1684cf26bec9137290d053c323e55 100644 --- a/landing/lenses/084010.json +++ b/landing/lenses/084010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084110.json b/landing/lenses/084110.json index 6f90e77d237abf1bf32b546543b82b387f08430b..3b5e1d7f0a3b7370a93fdde6a6bbcf5ba904daf3 100644 --- a/landing/lenses/084110.json +++ b/landing/lenses/084110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 16.97, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.97, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 16.97, + "score": 18.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.33, + "grade": "dCR-BBB+", + "score": 20.33, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084180.json b/landing/lenses/084180.json index f0f9d4c628f1fc45af855cdbdd24c1fa1b27ab84..56263fe6375f9a0f77ec40a52b8b29e367055de3 100644 --- a/landing/lenses/084180.json +++ b/landing/lenses/084180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ }, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.77%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-30", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-30", "period": "2025", "status": "derived", @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-30", "period": "2025", "status": "observed", @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084370.json b/landing/lenses/084370.json index 8249a7f796a676d3b113cf51e33bddf14610ab76..b2ae53e6c4af8d18e2daa72d24af69ddab6bf375 100644 --- a/landing/lenses/084370.json +++ b/landing/lenses/084370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084440.json b/landing/lenses/084440.json index d41ff75963f750e46c96a85d7b574655d98e35bb..cafe8ca0265a7ab2670e11a261b8c7d34a0818fd 100644 --- a/landing/lenses/084440.json +++ b/landing/lenses/084440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084650.json b/landing/lenses/084650.json index 0a8eeb4fd4be09a59b87d0c13f50b18a7b89368e..e271c705d39a012ad27c6c8f79a4a315dc56f2f3 100644 --- a/landing/lenses/084650.json +++ b/landing/lenses/084650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084670.json b/landing/lenses/084670.json index 0fcdee2915bd7f91f2163136b37d917cc47542ca..46021f66b9950a249ac363df9bbb46de4da21423 100644 --- a/landing/lenses/084670.json +++ b/landing/lenses/084670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084680.json b/landing/lenses/084680.json index a8964c547ab92afff4271f343f5a1c6e9bce6a17..3811a3a122bd853d1cf0cda69e8e01e0d592c40d 100644 --- a/landing/lenses/084680.json +++ b/landing/lenses/084680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,7 +841,7 @@ }, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084690.json b/landing/lenses/084690.json index 7faefef2c047d3ab4794f4ad422cd8cf652f4c73..081f6a25b722f5fc5a59ddbc4c3f4f3c799aff5f 100644 --- a/landing/lenses/084690.json +++ b/landing/lenses/084690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084730.json b/landing/lenses/084730.json index e7b055638f29c2aac9068f5db929f0c69cd243b5..94a5f940f9f6e9e4a13c254aac73a72d4eb11267 100644 --- a/landing/lenses/084730.json +++ b/landing/lenses/084730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:78df4aea03ff", - "target": "084730", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.417 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084850.json b/landing/lenses/084850.json index f8bb5ceb17eebbe0d38ee3337953c79cdcc87769..e1f7911c56985d9021411c11cd1166ae1e2232d5 100644 --- a/landing/lenses/084850.json +++ b/landing/lenses/084850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -881,7 +881,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 831.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 883.37%). 최근 주가 하락이 반영된 결과", "D/EBITDA 44.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084870.json b/landing/lenses/084870.json index 00c3d6b7f4cef4e167c4ee058fc2dc05649d90fb..97db45fb1c77f9f3965273f98df7b176b3bbb587 100644 --- a/landing/lenses/084870.json +++ b/landing/lenses/084870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084990.json b/landing/lenses/084990.json index d2106fb5d4a308b8b203a2170e766e0cc7e13a1d..0260ae88d1a63440541e2b9325f07ddc80ee8de2 100644 --- a/landing/lenses/084990.json +++ b/landing/lenses/084990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085310.json b/landing/lenses/085310.json index 4ac695a050eebec27d831b0578ebceb635808475..f03aab5350d25c6b0fe223f84b8cec56ca29065d 100644 --- a/landing/lenses/085310.json +++ b/landing/lenses/085310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085620.json b/landing/lenses/085620.json index a1510ebb9d491fc19e7d9455fc199de108617a28..f8cd8ad071fa3e59d10273b8e1af60d7e10989a5 100644 --- a/landing/lenses/085620.json +++ b/landing/lenses/085620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085660.json b/landing/lenses/085660.json index 2653b347902dbcb5d5e17dd78ab65a227948c037..abe52e551cfb2f993a69f9e1c70c240c6d90edd0 100644 --- a/landing/lenses/085660.json +++ b/landing/lenses/085660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085670.json b/landing/lenses/085670.json index df24b819fa7c37a0ab07d921d7768e0b6db2b342..a2f9b6c39aa32055bce3cad0cd38e44edf820bb3 100644 --- a/landing/lenses/085670.json +++ b/landing/lenses/085670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085810.json b/landing/lenses/085810.json index b9019f445f565357403bfea7ecde6757396dfc9f..ed6471f083c5b4669165c5d67e871d9c69fbfb72 100644 --- a/landing/lenses/085810.json +++ b/landing/lenses/085810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -152,7 +152,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -388,13 +388,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -606,14 +606,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -779,7 +779,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -799,8 +799,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,8 +821,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -857,7 +857,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -932,10 +932,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1194,7 +1194,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1212,8 +1212,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/085910.json b/landing/lenses/085910.json index ae9a9d267a03ffe6614f126a8fb82f4619df0ae2..371b37058175e1bda1e44eb702de1ca8965358f5 100644 --- a/landing/lenses/085910.json +++ b/landing/lenses/085910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086040.json b/landing/lenses/086040.json index 4d0dce7a8c626e8592f1fcdf04f9c75e9ecf1fea..90ac73eb59433e27f61d0257c1605b4ddc1e9110 100644 --- a/landing/lenses/086040.json +++ b/landing/lenses/086040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 26.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 26.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086060.json b/landing/lenses/086060.json index ddaed90a710b491939d5b1a77076c6d26983ef97..da80a8db6c35058a5ee95eb1cb9709d5b16f9635 100644 --- a/landing/lenses/086060.json +++ b/landing/lenses/086060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086220.json b/landing/lenses/086220.json index 310b87161dd6b1113b3f3ed9f952a25402351a9e..14dd7446eccb3c322445e33fbae1635bc5beb97a 100644 --- a/landing/lenses/086220.json +++ b/landing/lenses/086220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -46,10 +46,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -387,8 +387,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,10 +418,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086280.json b/landing/lenses/086280.json index c26aac80d58bca5a11e11dbcf4aa247783c585e6..e3c8604aa1623f0d739bfcd6671bec41d7c97a03 100644 --- a/landing/lenses/086280.json +++ b/landing/lenses/086280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,15 +1598,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/086390.json b/landing/lenses/086390.json index b3fd0a0a9d6ebe0ddc8ae877b907ee46a589b9d2..828ba68f5a83bf8150fc0005c0cd730744a10f76 100644 --- a/landing/lenses/086390.json +++ b/landing/lenses/086390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086450.json b/landing/lenses/086450.json index 4fc61463a83187343277fbe85d3b76bdfb2b2c7c..5fe3668c17c2f00df31ba80ef8451c61381359e6 100644 --- a/landing/lenses/086450.json +++ b/landing/lenses/086450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086520.json b/landing/lenses/086520.json index 213ffa0f54beec6fe81bfd7fea733b9bb40242ea..6280c8cc6ddcde80a5bea9dfe08f3bad94a9f82b 100644 --- a/landing/lenses/086520.json +++ b/landing/lenses/086520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 31.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 34.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 31.96, + "grade": "dCR-BBB+", + "score": 34.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 32.58, + "score": 34.83, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 3, "reasons": [ @@ -922,6 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1111,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1189,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1264,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086670.json b/landing/lenses/086670.json index e71b1c4e0d8e0e0170ec35f02b2c4da9ce525f29..6815b297608e8e53a6d4f13d68a1944208813456 100644 --- a/landing/lenses/086670.json +++ b/landing/lenses/086670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086710.json b/landing/lenses/086710.json index a855828bb26f46322eef26389d2c99aee16c526c..b90df7cacaef03f380e9b819e7a1372576354a93 100644 --- a/landing/lenses/086710.json +++ b/landing/lenses/086710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086790.json b/landing/lenses/086790.json index f81693db2b16c974a44e166764264128330598a7..071e1c0cdef7dd52c3a812c32a6ca10d78b52935 100644 --- a/landing/lenses/086790.json +++ b/landing/lenses/086790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -340,14 +340,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -467,10 +467,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -486,8 +486,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -499,8 +499,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -517,10 +517,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -530,7 +530,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -539,7 +539,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086820.json b/landing/lenses/086820.json index dc10eeab9d679bba69e18b4b4438e9c8eeb2cf9b..5d58c702ebb1425465b1c34f4bab58bf27327e7f 100644 --- a/landing/lenses/086820.json +++ b/landing/lenses/086820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.65%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -989,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086890.json b/landing/lenses/086890.json index a3d018892005f7f98c5c1bc0b8bf1c0129a9548e..62f6692d542c326abd2444b6cc951adfae33e81a 100644 --- a/landing/lenses/086890.json +++ b/landing/lenses/086890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,10 +1126,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1145,10 +1145,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086900.json b/landing/lenses/086900.json index 641cd81f322226a857a998f5e7247a2eeef25ce2..4787e3742cb50de76bb702ebd86d32c6224cfd31 100644 --- a/landing/lenses/086900.json +++ b/landing/lenses/086900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086960.json b/landing/lenses/086960.json index f64f5d03a92b266af130d3c6541a22f91daa9702..7386a7bdf8710abb9cbae3b35d967299ccb7c7a8 100644 --- a/landing/lenses/086960.json +++ b/landing/lenses/086960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086980.json b/landing/lenses/086980.json index e803ecc80caf34689cb44646ca39d133962b8126..a3070787df56c95c85934a7a0d636d5813ea5a5e 100644 --- a/landing/lenses/086980.json +++ b/landing/lenses/086980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087010.json b/landing/lenses/087010.json index 14db79b4efe64eb1ab76e25f4d0e2fedb583deac..fb13f44aa5718c9f74edbe255c2d65f9ffb769b0 100644 --- a/landing/lenses/087010.json +++ b/landing/lenses/087010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087260.json b/landing/lenses/087260.json index 2c80569cbaa6a698de1602246e749fcfcae68fdc..c969a6cac7ad0840c2863a81240e801be34349a6 100644 --- a/landing/lenses/087260.json +++ b/landing/lenses/087260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087600.json b/landing/lenses/087600.json index 81254752b3496b9ef0540cba77cd7b7c85efeee7..88acbd842e845ac6db6cb226fdcbca4aab7c8733 100644 --- a/landing/lenses/087600.json +++ b/landing/lenses/087600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088130.json b/landing/lenses/088130.json index b1e72cc04b5a5e19b3728c11c3eaa0c76755ddee..a146a31b1b4eebb7effb0e2aeac3f4460b046ff5 100644 --- a/landing/lenses/088130.json +++ b/landing/lenses/088130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b451240e1e05", + "target": "088130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088260.json b/landing/lenses/088260.json index 3adfc4b37d53da0657fc0c7b90fc114f7211a4f9..a37024b3b5b37b42333009f114786e9e6ed2d6de 100644 --- a/landing/lenses/088260.json +++ b/landing/lenses/088260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -367,19 +367,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -393,8 +393,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -406,7 +406,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -426,8 +426,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -438,17 +438,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -458,7 +458,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -475,7 +475,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -515,7 +515,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -524,7 +524,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -537,10 +537,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -583,10 +583,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -601,10 +601,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -655,7 +655,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088280.json b/landing/lenses/088280.json index eb8561f40a77804d5ce098c60a16abecf607cada..5132a03240888fe7e6787412dc0d34782eeb39c3 100644 --- a/landing/lenses/088280.json +++ b/landing/lenses/088280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088290.json b/landing/lenses/088290.json index 25539d5035195bbe49c8d83238a33a0468c91af8..4128232e1d4a08b42b65948858313b9874e4ec5b 100644 --- a/landing/lenses/088290.json +++ b/landing/lenses/088290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088340.json b/landing/lenses/088340.json index 58938c09b059668fe54657777a2bcf07da43cc9f..d95f4f8f14c162bb193183ef96146f3eb63a6aa2 100644 --- a/landing/lenses/088340.json +++ b/landing/lenses/088340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -554,7 +554,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -696,19 +696,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088350.json b/landing/lenses/088350.json index 13a4dd50956ddc2952a961df81633ba1e850870a..9035cac665f5d580c42bb32e61ba3d4e14d0f3c9 100644 --- a/landing/lenses/088350.json +++ b/landing/lenses/088350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -360,13 +360,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,10 +896,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -914,10 +914,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -968,7 +968,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1312,88 +1312,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a9e70295caf5", - "target": "088350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088390.json b/landing/lenses/088390.json index 7bf735d3b6034d18d180ba60bcb5245aa0de5b1e..2107d7d39088ec60cde7b6f2c88b6f8cd34d0ef9 100644 --- a/landing/lenses/088390.json +++ b/landing/lenses/088390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088790.json b/landing/lenses/088790.json index 826f3ab1db8861f8da4e66991857643236732ec6..960d03705201d5a685818d804c38d7e3cc3441cd 100644 --- a/landing/lenses/088790.json +++ b/landing/lenses/088790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088800.json b/landing/lenses/088800.json index e13a1c3553832bd164bd58c40e9e5ca12c3524c9..5bc239845b842932faa536acbe180ac282d9793e 100644 --- a/landing/lenses/088800.json +++ b/landing/lenses/088800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/088910.json b/landing/lenses/088910.json index 259e4a722b5d5b4fa5004cab0b086bfa7deccc7d..79fb9d0d45d34fe8ed6329c2bdebcdde8cbd32e5 100644 --- a/landing/lenses/088910.json +++ b/landing/lenses/088910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,8 +1607,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/088980.json b/landing/lenses/088980.json index 16a7dabbe438ce6dd9106172c8378c28f39af4ef..fa59ff8d23231fb8687e17d0f6a3c1082468bf69 100644 --- a/landing/lenses/088980.json +++ b/landing/lenses/088980.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/089010.json b/landing/lenses/089010.json index dcbab2756f35df39784c7c8fedc8ee8e8a417bc2..88990119a40655a2179558f9dbbf32bd17eb8067 100644 --- a/landing/lenses/089010.json +++ b/landing/lenses/089010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 12.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089030.json b/landing/lenses/089030.json index 5b91ea856b218155ca2c0558ca1d29f24be194f9..12d4baa453af78155874ca1c1541fed42ab428e0 100644 --- a/landing/lenses/089030.json +++ b/landing/lenses/089030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 13.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 16.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089140.json b/landing/lenses/089140.json index 6aebc98682bea2a1bd5d8b60d4a7ae8f5c9b832a..16ce974248ae291ea486da55b4b1ef25cb3d0488 100644 --- a/landing/lenses/089140.json +++ b/landing/lenses/089140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089150.json b/landing/lenses/089150.json index 74db9ce836b157912802b2e52b94724f1be62d81..8316a9ef61914328184f646cfebb9ead765788b5 100644 --- a/landing/lenses/089150.json +++ b/landing/lenses/089150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-19", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-19", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-19", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-19", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089230.json b/landing/lenses/089230.json index 8419cff58dceaee48ec7716ea7c1264b6a58f40e..4f6171232ecdd4113502837412a120098fe76749 100644 --- a/landing/lenses/089230.json +++ b/landing/lenses/089230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089470.json b/landing/lenses/089470.json index 3c4674a78007ec364710e801d937381fce35f897..eb2ecdcf8b22f666ed66e04f55c79ec955651961 100644 --- a/landing/lenses/089470.json +++ b/landing/lenses/089470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,8 +1642,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/089590.json b/landing/lenses/089590.json index e4a8a937be8b431ae4959772e22f6b2e210a6b3f..e3f2e2e4e67f60f78172a5601acae6b8256b8622 100644 --- a/landing/lenses/089590.json +++ b/landing/lenses/089590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 55.27, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 58.38, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 55.27, + "score": 58.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 55.44, + "score": 58.53, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089600.json b/landing/lenses/089600.json index d4cff39143727f686c039ecc64ef844311a27bae..47c1eefbb68a24d872530f6453753be318d8015c 100644 --- a/landing/lenses/089600.json +++ b/landing/lenses/089600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089790.json b/landing/lenses/089790.json index d75e2ff96822c1a639f413e8b5f532c9408bb7c3..f95e077f5e1d102ea6eaa5d76b94697f942c8460 100644 --- a/landing/lenses/089790.json +++ b/landing/lenses/089790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089850.json b/landing/lenses/089850.json index 1124bfd8b2eae9783040d7b421f40234bf2c290c..1a3d6c25f224e99bd2903fc4d4a0a2ace1951736 100644 --- a/landing/lenses/089850.json +++ b/landing/lenses/089850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089860.json b/landing/lenses/089860.json index d91ec24393e86f430bd07820aaa5272b9a92c12f..3daf7a28415b11a26f52f20a1a543551a8321204 100644 --- a/landing/lenses/089860.json +++ b/landing/lenses/089860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -567,13 +567,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089970.json b/landing/lenses/089970.json index dd30d91399826992a72d848a98065d4850505f28..6e0454637afcb8e688258d0e62532064ca52a28f 100644 --- a/landing/lenses/089970.json +++ b/landing/lenses/089970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089980.json b/landing/lenses/089980.json index 5d5b1e47253a4496059ca5ea4a587811366f2b68..c7d50ebb1334623b8f13ff1eca735a2e85c1585e 100644 --- a/landing/lenses/089980.json +++ b/landing/lenses/089980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090080.json b/landing/lenses/090080.json index c113dec5404837495bdac87077b54aa861b6351a..120d13f06732ab0c3012c02cc393e1050fe69fad 100644 --- a/landing/lenses/090080.json +++ b/landing/lenses/090080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/090120.json b/landing/lenses/090120.json index 6cb407daa893e1e0f492c8b5d4ae1b1b486692e0..79f6671f3705d70dd2a9a1e64f05e57d9bd168e0 100644 --- a/landing/lenses/090120.json +++ b/landing/lenses/090120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090150.json b/landing/lenses/090150.json index 01d10c92e5e7983ce1bd55a601af36bbc1ef3d75..9fcece477d8d8f95c558f5ebf331f3276ec734cd 100644 --- a/landing/lenses/090150.json +++ b/landing/lenses/090150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1597,12 +1597,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:723323118ca2", + "target": "090150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.572 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090350.json b/landing/lenses/090350.json index 25e34915b8a85f323174b476e67364c1b51d7bf8..74dca94ed92f9ad24d512e9a804d1e574bcf669c 100644 --- a/landing/lenses/090350.json +++ b/landing/lenses/090350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090360.json b/landing/lenses/090360.json index 22749bf4667702196694ce40a67d82f0d4601cb3..635ecf01fcca5ca34b52182ed354ac861d0db47f 100644 --- a/landing/lenses/090360.json +++ b/landing/lenses/090360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090370.json b/landing/lenses/090370.json index 21208838ee742477a3f71c002b0ef94be69d1de1..4e42c561e1afc45eb3263ed87c2b87a6839b7365 100644 --- a/landing/lenses/090370.json +++ b/landing/lenses/090370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 15.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090410.json b/landing/lenses/090410.json index fd4438cbc80cca793fac146149938755f4cc5ab2..f087b8b599d34a52ea6ae0cc1bb8e96143c92600 100644 --- a/landing/lenses/090410.json +++ b/landing/lenses/090410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 12.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 12.38%). 최근 주가 하락이 반영된 결과", "D/EBITDA 646.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090430.json b/landing/lenses/090430.json index d87efdf51f2f019ea4dc8a3bbe4f3d000b6dc1d0..48f4b881d76cdf0afc28b734fc851a974600ad4d 100644 --- a/landing/lenses/090430.json +++ b/landing/lenses/090430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090460.json b/landing/lenses/090460.json index 70a24076124034f6f5bb153c1a3f83578925ae0d..a841d9a0f058024fc6d532fd68ae6f3cf3d4a0d7 100644 --- a/landing/lenses/090460.json +++ b/landing/lenses/090460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090470.json b/landing/lenses/090470.json index abbd397ffc5954cdbbd4a4eb1d86fbba923e816b..863700062ddc8be4dfeef3a0a9c8c8b9dea3af40 100644 --- a/landing/lenses/090470.json +++ b/landing/lenses/090470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090710.json b/landing/lenses/090710.json index 1486a94792e354b063a895edfebba97cfd4c12a9..438aee3664ffb9250dfddd9699a8fc10486fd81e 100644 --- a/landing/lenses/090710.json +++ b/landing/lenses/090710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 15.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090740.json b/landing/lenses/090740.json index 50467a65803627f67a0bd43a17771a2e672a3428..16bc7efd89d24ac15c9c8d08f3fe20ad22698d2e 100644 --- a/landing/lenses/090740.json +++ b/landing/lenses/090740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090850.json b/landing/lenses/090850.json index 3b65307bdd3f12109b01aca8c233eb8cd5ddb8ed..41d72524aa5a206e786d95700d23192b8bb2690a 100644 --- a/landing/lenses/090850.json +++ b/landing/lenses/090850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1664,88 +1664,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1d1c8594ae5e", - "target": "090850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091090.json b/landing/lenses/091090.json index 03ca0896383173f87b5f91dd79acd69afaf69205..fb43b8b4b14e861ff04b00b541f7303854674704 100644 --- a/landing/lenses/091090.json +++ b/landing/lenses/091090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2025-10-24", + "asOf": "2026-10-25", + "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, - "status": "usable", + "status": "partial", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 65.0, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,13 +1075,6 @@ "score": 0.165, "direction": "neutral", "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" } ], "claims": [ @@ -1092,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,40 +1105,19 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2025-10-24", + "asOf": "2026-10-25", + "dataAsOf": null, "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", "evidenceRefs": [ "quant.fundamental", - "quant.expectation", - "quant.price" + "quant.expectation" ], "falsifierRefs": [ "classificationBreak" ], "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2025-10-24", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 } ], "evidence": [ @@ -1164,14 +1136,6 @@ "status": "estimated", "observedAt": null, "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-10-24", - "detail": "괴리 판정의 price 입력" } ], "assumptions": [ @@ -1187,6 +1151,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1226,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1245,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1260,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1525,8 +1495,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 2, + "partial": 3, + "usable": 1, "blocked": 1 }, "gaps": [ @@ -1607,6 +1577,13 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, { "id": "macro.company.sectorKey", "status": "missing", @@ -1664,8 +1641,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091120.json b/landing/lenses/091120.json index ec58dc16bbe2a6c82020437bf7d10ff423ac8308..092cdf16449f9f163df2ade339d9d0e9be6b6a13 100644 --- a/landing/lenses/091120.json +++ b/landing/lenses/091120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 13.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 12.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ff8d8e467054", + "target": "091120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.543 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091340.json b/landing/lenses/091340.json index 057693f59033fcf333a1cfa1780eec26538dc9df..dc9da4d1d5211af5fbcdbd7d81f5098ddf1e38da 100644 --- a/landing/lenses/091340.json +++ b/landing/lenses/091340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.49, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.49, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.49, + "grade": "dCR-BBB", + "score": 23.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.68, + "score": 24.68, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", @@ -927,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091440.json b/landing/lenses/091440.json index 60f5e88f454969896e265281a9c6cd877e42eb96..3985b9ceb5dfafd4af8ee5f6e2610b1f5772f72a 100644 --- a/landing/lenses/091440.json +++ b/landing/lenses/091440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091580.json b/landing/lenses/091580.json index ce7f9414b7452e316c0a0e63cf09dee93c6b7da3..7dde30c3ad3ad7a2e521b22dc0cca0b6023173de 100644 --- a/landing/lenses/091580.json +++ b/landing/lenses/091580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091590.json b/landing/lenses/091590.json index 12ebf74172ea12899fd1d73267ab515d721f5db9..306b84aabcc648cc0ec982d9b5304281536056da 100644 --- a/landing/lenses/091590.json +++ b/landing/lenses/091590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091700.json b/landing/lenses/091700.json index 250dc5bca0adbaa2e2815cf70ccf43dd45b50297..49224031bd6a90d7f32e4e7924f46a9ce268553a 100644 --- a/landing/lenses/091700.json +++ b/landing/lenses/091700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091810.json b/landing/lenses/091810.json index 6e62415c971b9544144a7e0e54002be73992d65a..0eef5f61db282424fd5e674a918087603fb41949 100644 --- a/landing/lenses/091810.json +++ b/landing/lenses/091810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 190.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 199.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091970.json b/landing/lenses/091970.json index c431d500fde23fc0207dd3fc956dbd3a4ea7087f..d964285c65ffdcae44495f6990702296ca170410 100644 --- a/landing/lenses/091970.json +++ b/landing/lenses/091970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092040.json b/landing/lenses/092040.json index e6cbf64f4fd88a8f9ba7b2ad23e4de52ca884d90..acff3050958bf5cb8b2667d6caf993953b74863b 100644 --- a/landing/lenses/092040.json +++ b/landing/lenses/092040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 243.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 233.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092070.json b/landing/lenses/092070.json index c2be43a28cfe3b5bf233deca3f4688e21c497843..3fce6eb3bdc9ade1698fe93ffc396c0757eb9a7a 100644 --- a/landing/lenses/092070.json +++ b/landing/lenses/092070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,15 +1068,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092130.json b/landing/lenses/092130.json index 97ea2112350f704b6f670dcf85a0a1cb4f0a4041..2dae8b74665d688a86b6f2995c8f0fee093532f7 100644 --- a/landing/lenses/092130.json +++ b/landing/lenses/092130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092190.json b/landing/lenses/092190.json index b4ef503d5574066114b48a2862364c595f17a074..077571601e137d17ce335a1527f9883aabbbd003 100644 --- a/landing/lenses/092190.json +++ b/landing/lenses/092190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092200.json b/landing/lenses/092200.json index 48904742780ff37a9511f59f286ee9a0e32e14f8..ea5673164104becab74939bf6f0b8a25af194e71 100644 --- a/landing/lenses/092200.json +++ b/landing/lenses/092200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 12.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092220.json b/landing/lenses/092220.json index b793d7800e55fe990243ac461ebf80090b5c592c..7494dd09ab94b3ae5a0056b5c730f85e325456cd 100644 --- a/landing/lenses/092220.json +++ b/landing/lenses/092220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092230.json b/landing/lenses/092230.json index 64813dc63ef8344e2692f52095e10978bad4a33e..35b5a86fd88428424522847ef5b8fbe1c022a36e 100644 --- a/landing/lenses/092230.json +++ b/landing/lenses/092230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,88 +1600,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:14fe4d49f871", - "target": "092230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.593 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092300.json b/landing/lenses/092300.json index ff5686e16f9bbc5ed2b353d8a282602e21536a8f..38f0c294238f4aeaa6ecd8ab0a52956c8f612af2 100644 --- a/landing/lenses/092300.json +++ b/landing/lenses/092300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fc9916e04e33", + "target": "092300", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.405 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092440.json b/landing/lenses/092440.json index 6e8319c618d333fdeee7283ff0dfd9ecd8d88b2b..c765b0790eff10d70abf1844503e0927d2d37eb9 100644 --- a/landing/lenses/092440.json +++ b/landing/lenses/092440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092460.json b/landing/lenses/092460.json index 93e6051a184118cd2780a2a145a9a0f76db08799..c385fa0d48c104230327713003dd526e26cdf975 100644 --- a/landing/lenses/092460.json +++ b/landing/lenses/092460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,88 +1548,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d780cdad8a6f", - "target": "092460", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092600.json b/landing/lenses/092600.json index 69a8dbf53f50a0c025d5f7918541275c1c81593e..ea13524bcb6ad95f8dbd321b12dc459be956b190 100644 --- a/landing/lenses/092600.json +++ b/landing/lenses/092600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 37.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 37.02, + "score": 41.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 37.59, + "score": 41.74, "assumptions": { "scenarioStress": "moderate" } @@ -844,6 +844,7 @@ "divergenceExplanation": [ "현금흐름 축이 76점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 13.17%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -859,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -986,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1019,7 +1020,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1032,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1075,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1086,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1110,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1185,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1490,7 +1491,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1512,7 +1513,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1530,15 +1531,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/092730.json b/landing/lenses/092730.json index f113eaabb816b1bbd383bfa8501686d3ddeb46ad..d476f2a90294820bfc43bb01346a0552a41c7351 100644 --- a/landing/lenses/092730.json +++ b/landing/lenses/092730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092780.json b/landing/lenses/092780.json index 1f9492ed2f94617ef756b6546454f68026bf3805..83750d3156b4aa80fed75699b0743aa0e3f4a508 100644 --- a/landing/lenses/092780.json +++ b/landing/lenses/092780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 16.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.88%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,7 +1594,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1616,7 +1616,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1634,8 +1634,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092790.json b/landing/lenses/092790.json index 64bd25625f0d0be24e45fbe01bb5d66ead64c241..927ffa6cca3e790c796b63c961439f2787b24bbf 100644 --- a/landing/lenses/092790.json +++ b/landing/lenses/092790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -956,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092870.json b/landing/lenses/092870.json index 8d2a4e839a8abdb2235a1361928203cd8aab5955..2b0fe3edc36dee32e548793ffae975687a417126 100644 --- a/landing/lenses/092870.json +++ b/landing/lenses/092870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093050.json b/landing/lenses/093050.json index eee7a979d17ba1afcba0e2c6ecd51738a5388be4..f597e2e3048315038bcbd04a9442fa57757fd121 100644 --- a/landing/lenses/093050.json +++ b/landing/lenses/093050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bc99a01bb9fd", + "target": "093050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.414 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/093190.json b/landing/lenses/093190.json index 85e45001e12e0bfa6914ee33083ebd6efc64859a..42374c8574a0e2f18ba46bbf2e8409eade9f7598 100644 --- a/landing/lenses/093190.json +++ b/landing/lenses/093190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093230.json b/landing/lenses/093230.json index 8ce227ad20de17360ca55a098311ebfbd81889ea..604fadeb2ea857ad2ac0bbd7600b8d0fd5363373 100644 --- a/landing/lenses/093230.json +++ b/landing/lenses/093230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093240.json b/landing/lenses/093240.json index e5a4900ef5454bafde18bbb3a8d9d399f27b52f4..462422c04071c2302b1e68351d3da9ca9b63ce88 100644 --- a/landing/lenses/093240.json +++ b/landing/lenses/093240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-09-22", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-22", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-22", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-22", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1189,7 +1189,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +1257,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093320.json b/landing/lenses/093320.json index 14b5c14d5937661571e9f857ec7c163aa551ff79..316dc9743dc16fc9224273213db8d294c82ae382 100644 --- a/landing/lenses/093320.json +++ b/landing/lenses/093320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093370.json b/landing/lenses/093370.json index 2d8637b9a0413c97dfbb690c14d15a08a05675b4..5bceadfece3e57ad1c0c3d376056e11d432908fd 100644 --- a/landing/lenses/093370.json +++ b/landing/lenses/093370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093520.json b/landing/lenses/093520.json index 61efd8c4e49bb37e8beaae28de0d073697cc4406..561ed4284f9c443de0bc80c6d7f2ced1f2049d6f 100644 --- a/landing/lenses/093520.json +++ b/landing/lenses/093520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.81, + "grade": "dCR-A-", + "score": 16.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.66, + "grade": "dCR-A-", + "score": 17.21, "assumptions": { "scenarioStress": "moderate" } @@ -904,10 +904,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,12 +1546,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f3ceaaf33eff", + "target": "093520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.39 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/093640.json b/landing/lenses/093640.json index cbb7aee5915358888f4ea049b0ccac7874329a59..7657df80a345abf6324265cfd7a7226a3631d6ac 100644 --- a/landing/lenses/093640.json +++ b/landing/lenses/093640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.65, + "score": 33.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.29, + "score": 34.04, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,88 +1549,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f57ffb8b2b18", - "target": "093640", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.556 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/093920.json b/landing/lenses/093920.json index aa3e7182302df13219f39d98ea182328e34926d4..55f862bdaaa6f159ef8752665f1a98e13c0f7699 100644 --- a/landing/lenses/093920.json +++ b/landing/lenses/093920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094170.json b/landing/lenses/094170.json index 7b2310ddf4741c68838084d6b683e308579c23ea..7e23b0101eb29f0f50e99592ff7b0831caab97db 100644 --- a/landing/lenses/094170.json +++ b/landing/lenses/094170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094280.json b/landing/lenses/094280.json index fbc7dc148a3e1394dfa6952ee8634d9ddcc71341..88c0a735369c2701b3325c8c470298f67d0df61d 100644 --- a/landing/lenses/094280.json +++ b/landing/lenses/094280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094360.json b/landing/lenses/094360.json index 308538134229f46e8fc6c91559beea51cb068ed7..9d6aa36f1a9134601a4cd748e859eb38f092ce42 100644 --- a/landing/lenses/094360.json +++ b/landing/lenses/094360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094480.json b/landing/lenses/094480.json index 66ae124d232b2b3338e5a1981bef8f5217458136..ac2fe708ae9769043ae0760295029deca56ce742 100644 --- a/landing/lenses/094480.json +++ b/landing/lenses/094480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 13.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 13.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1493,7 +1493,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1515,7 +1515,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1533,8 +1533,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/094800.json b/landing/lenses/094800.json index f98f430bedf5d126cf14f2f67b7552ff6454621d..6251ebadcedce447f12a9d5ed64eb6cd0558d2f2 100644 --- a/landing/lenses/094800.json +++ b/landing/lenses/094800.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/094820.json b/landing/lenses/094820.json index f19655f664ca79036eb1483350f3ba3f804b56da..a281074de97309a643546e72495aa18d7b998d06 100644 --- a/landing/lenses/094820.json +++ b/landing/lenses/094820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094840.json b/landing/lenses/094840.json index f86811e3f758e3e2ed2d472bbf21865c3e465dc9..4540c8fc606087d1fad0a42a028fac7984a05e7d 100644 --- a/landing/lenses/094840.json +++ b/landing/lenses/094840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094850.json b/landing/lenses/094850.json index 79f3efdbe50e57a27c5d6f153e9a1c731deb3280..f12ea973105f3a3551126b90f3ff7c5f00472b82 100644 --- a/landing/lenses/094850.json +++ b/landing/lenses/094850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094860.json b/landing/lenses/094860.json index 8a14deb7565949bb0b5cb4f67840e8db5088a4fe..ac0cacc1e8f8526f234b20911a28e3f480ef8bd7 100644 --- a/landing/lenses/094860.json +++ b/landing/lenses/094860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,15 +1426,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/094940.json b/landing/lenses/094940.json index d208ec31971793b879b00226143d36012cb835bd..0fabdf630915d61a21d26cbcb18f87f14e15c082 100644 --- a/landing/lenses/094940.json +++ b/landing/lenses/094940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 9.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 9.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094970.json b/landing/lenses/094970.json index b8fb472bfdc3d1157b8cf78b67cf43f34b95e888..514de10f3c6da2ee4b07ea7c76fb80625645878a 100644 --- a/landing/lenses/094970.json +++ b/landing/lenses/094970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095190.json b/landing/lenses/095190.json index eaa0f2d0612bdff2f992f56c0ef3424201c26cb0..3c4475ea20a831adab38fe6b5a1880be98795dbc 100644 --- a/landing/lenses/095190.json +++ b/landing/lenses/095190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -846,7 +846,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095270.json b/landing/lenses/095270.json index 3b2e9f5e47f4c4f9169ead4aef646fb56e632ead..a4b9fc1f03252484d42bf2ca90536212c7467425 100644 --- a/landing/lenses/095270.json +++ b/landing/lenses/095270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095340.json b/landing/lenses/095340.json index 354dd71a3aeff7a2185d5ea0d3c854bdb91c5bd9..729f3248e80e46192d765501381a1a92d40a371d 100644 --- a/landing/lenses/095340.json +++ b/landing/lenses/095340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,7 +1508,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1530,7 +1530,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1548,8 +1548,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/095500.json b/landing/lenses/095500.json index 080050588200803b085adc39a4965c693c0d6503..27817b99c50345c4ddffac9bf8b82465cdb5d003 100644 --- a/landing/lenses/095500.json +++ b/landing/lenses/095500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 31.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 34.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 31.33, + "grade": "dCR-BBB-", + "score": 34.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 32.25, + "score": 35.88, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -913,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -923,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1111,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1189,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1264,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095570.json b/landing/lenses/095570.json index 74ea3dfa7330e7b63b4f0cb6da73d38f3a63c52f..56564c460fe2674cfb8968ee525f41b3935a17cf 100644 --- a/landing/lenses/095570.json +++ b/landing/lenses/095570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095610.json b/landing/lenses/095610.json index 03ba612e8b0f248e56e6c807ef497da7da8cece9..8223a8081a1196e714a5631f043648365ebb9fa5 100644 --- a/landing/lenses/095610.json +++ b/landing/lenses/095610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095660.json b/landing/lenses/095660.json index 2da87585c7a88905c887e3a6452fc91fbef3183b..e39e3d8ade9ba01f3a8ae3e595d77e540fc07033 100644 --- a/landing/lenses/095660.json +++ b/landing/lenses/095660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095700.json b/landing/lenses/095700.json index ae9a060f7a77f01a682f27bc6d77065c55a5e0a8..192a06094585d023da672dc001c31b908e93d29a 100644 --- a/landing/lenses/095700.json +++ b/landing/lenses/095700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 88.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095720.json b/landing/lenses/095720.json index 8f9a240bdb5168d35c3c75007b342b9aa53457e4..7ae7949526f952c9180ffdcab13035f2fcd31fd9 100644 --- a/landing/lenses/095720.json +++ b/landing/lenses/095720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095910.json b/landing/lenses/095910.json index 35cd4142687e2552540a610b92e0f8756460ed12..37e608bf7c3ce6642766e5544478e9a9ef3b2860 100644 --- a/landing/lenses/095910.json +++ b/landing/lenses/095910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1151,7 +1151,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096040.json b/landing/lenses/096040.json index d52cf97afc401da1c6c52d283da65fbc35edbdcb..760bf2c60da44b21dfcacb9fa2042b519de1eb7a 100644 --- a/landing/lenses/096040.json +++ b/landing/lenses/096040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096240.json b/landing/lenses/096240.json index 74758c87ab55eaff34f3b8105054e5bf7930ca7c..ee4e23cad24fd01f4c741ec95b6334767a4e8cba 100644 --- a/landing/lenses/096240.json +++ b/landing/lenses/096240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096250.json b/landing/lenses/096250.json index ab1ff25063605cb0b37183fbd7b64097aba3d739..b6e179fc4cde14ac255c6eb9ea6b07a0da7a9b5c 100644 --- a/landing/lenses/096250.json +++ b/landing/lenses/096250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -954,19 +954,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1033,17 +1033,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1112,7 +1112,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1121,7 +1121,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096350.json b/landing/lenses/096350.json index 2befbe92de2536399270b2012fe3e297f48e8944..18b6ddd1d513a94a344828a18fdeaf107da39aa9 100644 --- a/landing/lenses/096350.json +++ b/landing/lenses/096350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 13.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 17.48%). 최근 주가 하락이 반영된 결과", "D/EBITDA 119.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096530.json b/landing/lenses/096530.json index f6c0f3eefbdf43660afd3fde322fb1b0e866096a..272882136092a521160dbea9481bfbb8d8594fef 100644 --- a/landing/lenses/096530.json +++ b/landing/lenses/096530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096610.json b/landing/lenses/096610.json index 96f3e5f99e486fcb6d817b4b0622ad3e49d5c810..75941cc9152ae5e79355791dbf3c87a5827aef6e 100644 --- a/landing/lenses/096610.json +++ b/landing/lenses/096610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096630.json b/landing/lenses/096630.json index 06729d063daeaf4be43c450cb55e5d46eb3fa900..815e9d4b214964f0ed2d5a3219d63a66044a5aa2 100644 --- a/landing/lenses/096630.json +++ b/landing/lenses/096630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096640.json b/landing/lenses/096640.json index f963d9c847ef86e7dad80c11c6c03984a6b92306..b3c1988927fca4348c2926a959a1ac96fce5c4f3 100644 --- a/landing/lenses/096640.json +++ b/landing/lenses/096640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096690.json b/landing/lenses/096690.json index c9e3a181f582fa71f80ea1b376692b5bbb135ff5..01617c22f83552fa417956c4a8409b80e519e4a4 100644 --- a/landing/lenses/096690.json +++ b/landing/lenses/096690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 23.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096760.json b/landing/lenses/096760.json index 3e0d82421994ce6d761aef3eb3b2b48a4d1ef63f..eb597826dbb831612f1b698fc92c8ddfa44fa33d 100644 --- a/landing/lenses/096760.json +++ b/landing/lenses/096760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,12 +1387,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3b7ba8992452", + "target": "096760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.849 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/096770.json b/landing/lenses/096770.json index 4dd5050e9f58ef65e52141d67f857eefa53ea822..87bb18152fa352e88afbe40ef584035011b9f21f 100644 --- a/landing/lenses/096770.json +++ b/landing/lenses/096770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096870.json b/landing/lenses/096870.json index bc7ddedd316c349c9a2f3a4011e527593222f0f2..61ccf95b76daa40e7133be1083167ebbd553636f 100644 --- a/landing/lenses/096870.json +++ b/landing/lenses/096870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097230.json b/landing/lenses/097230.json index 72eaabce825953612fd462e04bf11d07dcaa0de8..c6c4b76043907b6a2e7e77e0033b1dec5fb779ea 100644 --- a/landing/lenses/097230.json +++ b/landing/lenses/097230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 48.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 48.02, + "score": 51.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 49.33, + "score": 52.78, "assumptions": { "scenarioStress": "moderate" } @@ -914,6 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/097520.json b/landing/lenses/097520.json index a86b6c68b90349311e58a88b001aae058d60eefd..323f43b101668e63ccfd3545c6f9b1c535ee4295 100644 --- a/landing/lenses/097520.json +++ b/landing/lenses/097520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/097780.json b/landing/lenses/097780.json index 472d2887e45031d593f76c8c19d1cfd7b72d0e1e..cdb7caada00aa9c9fb9fc9b906baabb29891c2e8 100644 --- a/landing/lenses/097780.json +++ b/landing/lenses/097780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-22", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097800.json b/landing/lenses/097800.json index 58e4c2eefdaecbbba587ef4f2d57cffceddd9e44..a954a35c44b28fb564df4288750928c7f0c90db5 100644 --- a/landing/lenses/097800.json +++ b/landing/lenses/097800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 13.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 14.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097870.json b/landing/lenses/097870.json index abdf577f09549f0990937447fc7186fe5ac32701..eca402825d0e258de537e156462f92f770b8f8e7 100644 --- a/landing/lenses/097870.json +++ b/landing/lenses/097870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097950.json b/landing/lenses/097950.json index b34794ec08a0ddbc694ce399628a28d08ab225e1..bbb4d985d61dd0c945184edb329c667feabe516f 100644 --- a/landing/lenses/097950.json +++ b/landing/lenses/097950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,15 +1062,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,88 +1562,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bf0965bf88c4", - "target": "097950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.438 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/098070.json b/landing/lenses/098070.json index 57b70fa4b0cc2cb5c6422cf4c0d2eb1951272368..cba32bce0191d013ff8cfe0d91d72a53db76c5fa 100644 --- a/landing/lenses/098070.json +++ b/landing/lenses/098070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098120.json b/landing/lenses/098120.json index 346b1c3c8f675e87a86b19e2067b71e7f6ccc59d..5ea403ac6e484c0279cdb8a8cffd1522d1019e33 100644 --- a/landing/lenses/098120.json +++ b/landing/lenses/098120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098460.json b/landing/lenses/098460.json index 8d15a735daa5ac2ff060e5eed605b5eb631dafc0..fbb5af03fc0ed36197d5e2bf9b2adc37eed6ff65 100644 --- a/landing/lenses/098460.json +++ b/landing/lenses/098460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098660.json b/landing/lenses/098660.json index 7f03e9ed2ec03550a258f0dcae1b29427bf8bc0d..6952aaccb8ddeb486d3defc7e65d92d8eb05dac9 100644 --- a/landing/lenses/098660.json +++ b/landing/lenses/098660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:76eb46c9ea40", - "target": "098660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.483 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/099190.json b/landing/lenses/099190.json index cc46f2a451030d63d14c0d82c68ea0a7947baf26..36ce6fe061b0281bb2e7617898015d44658fd209 100644 --- a/landing/lenses/099190.json +++ b/landing/lenses/099190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099220.json b/landing/lenses/099220.json index 3548b909dc5a23d03f735503a1ae34decbb6a147..a5d50c40486191707c5c14c2457c61e9361c3811 100644 --- a/landing/lenses/099220.json +++ b/landing/lenses/099220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099320.json b/landing/lenses/099320.json index c0b4aecac5d478f9ebc1231a03bed5a91a74996f..5ac3bc8462d6d1d43983b9aa03c9dfec9432b340 100644 --- a/landing/lenses/099320.json +++ b/landing/lenses/099320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/099390.json b/landing/lenses/099390.json index f82ef47095c26c84d1b12d9ba7a90eb4a231e4f5..f380357dcb0dca7bc338ca34f85927d7b0fae6da 100644 --- a/landing/lenses/099390.json +++ b/landing/lenses/099390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,10 +1069,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099410.json b/landing/lenses/099410.json index c8da67a0a9436a888d05bac8f72ca290414ae21f..8aa66c7e8c4318ca875f17fdae61f9ae1ba9cc02 100644 --- a/landing/lenses/099410.json +++ b/landing/lenses/099410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099430.json b/landing/lenses/099430.json index 83397862e5a4551943e73a081b9038cda80f0d46..408faafb4324edd1b9cd4695dd7213c0ecc7a6e3 100644 --- a/landing/lenses/099430.json +++ b/landing/lenses/099430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -991,15 +991,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1024,8 +1024,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,88 +1393,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f4ee23469b70", - "target": "099430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/099440.json b/landing/lenses/099440.json index 330754785f9ab17499493d0d982f9d8b914e9132..29e656012dd7dd051b19d420d2d65aee817bf80d 100644 --- a/landing/lenses/099440.json +++ b/landing/lenses/099440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099520.json b/landing/lenses/099520.json index c7df1d1a5847827b7e884bfbc6adc6b6e56c8bdb..16c3e4f6c2b1026860e5d84f158c0b54434ba2ff 100644 --- a/landing/lenses/099520.json +++ b/landing/lenses/099520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.85, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 27.85, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.85, + "score": 27.85, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.0, + "score": 28.0, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": null, + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, - "status": "partial", + "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 61.3, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,6 +1082,13 @@ "score": -0.945, "direction": "negative", "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" } ], "claims": [ @@ -1092,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,19 +1119,40 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": null, + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", "evidenceRefs": [ "quant.fundamental", - "quant.expectation" + "quant.expectation", + "quant.price" ], "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 } ], "evidence": [ @@ -1143,6 +1171,14 @@ "status": "estimated", "observedAt": null, "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-23", + "detail": "괴리 판정의 price 입력" } ], "assumptions": [ @@ -1158,12 +1194,6 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1181,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1190,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1203,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1222,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,8 +1417,8 @@ } }, "statusCounts": { - "partial": 4, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -1454,13 +1484,6 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" - }, { "id": "macro.edge.hy-risk-premium.companyEvidence", "status": "partial", @@ -1483,8 +1506,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "productNotUsable" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/099750.json b/landing/lenses/099750.json index b83391d6ebd5b562ef1715913b608666a7db8adc..3f90040812083e3723d3ed6f27dc6aa37ff3bdad 100644 --- a/landing/lenses/099750.json +++ b/landing/lenses/099750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100030.json b/landing/lenses/100030.json index 723e089a96d4eadea3f8fcba59d6f34e32ba10e8..b718a41e6fcf777cf998f0913932e839345a8ccd 100644 --- a/landing/lenses/100030.json +++ b/landing/lenses/100030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100090.json b/landing/lenses/100090.json index b7f2eb3a009dc21786c3f1340555d2332cf2ccef..a947f7b04471db21576aa4be66351ae81593b9de 100644 --- a/landing/lenses/100090.json +++ b/landing/lenses/100090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/100120.json b/landing/lenses/100120.json index 1aaf66316939a0095bab7ddee49ace57c81a86e6..44d854450f7b9bfa833b8fa0eb5f688a62b5a8f5 100644 --- a/landing/lenses/100120.json +++ b/landing/lenses/100120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100130.json b/landing/lenses/100130.json index d827a22efef9c6d9056177bac35444b9de9fe79b..f98dd76ad3a30b3ee8441cedc125668129764a27 100644 --- a/landing/lenses/100130.json +++ b/landing/lenses/100130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -198,7 +198,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2017", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -642,14 +642,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -797,8 +797,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -810,7 +810,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -850,10 +850,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -863,7 +863,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -888,7 +888,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100220.json b/landing/lenses/100220.json index 7d09699dcbe9246d9937245f9ac343a7f81ff4a0..affc61d50b3c8ee3a9796f44f33248de8c5d8fe6 100644 --- a/landing/lenses/100220.json +++ b/landing/lenses/100220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/100250.json b/landing/lenses/100250.json index 3fdc3532bb5f1b24dfebd46478c3b12cc2fcd5dc..64ef5144adcb3f6826504a8bb90660486cb8f5cc 100644 --- a/landing/lenses/100250.json +++ b/landing/lenses/100250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100590.json b/landing/lenses/100590.json index efc3c75e5d511aaceeb26e7b5a7dd5354fe57fa0..2313ad21d49f7aa10dda005a852868798b3065b4 100644 --- a/landing/lenses/100590.json +++ b/landing/lenses/100590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.67, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.67, + "grade": "dCR-BBB-", + "score": 28.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.78, + "grade": "dCR-BBB-", + "score": 29.03, "assumptions": { "scenarioStress": "moderate" } @@ -887,10 +887,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1032,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1065,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1078,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1156,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1231,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100660.json b/landing/lenses/100660.json index 2422b9e378d49390c4660bf7d93d3d9a5907dde5..c79e1761ac32763e043d554ed74022f1c2b77278 100644 --- a/landing/lenses/100660.json +++ b/landing/lenses/100660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100700.json b/landing/lenses/100700.json index 28a847b62c946cb670bb31c90f70c80dd4268bce..75bdaa1beb548a34704aa8eb04ac2527d2a9bbe2 100644 --- a/landing/lenses/100700.json +++ b/landing/lenses/100700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100790.json b/landing/lenses/100790.json index 7398b5a2ed5af4fa1e28033a06ccd9ca58aca3ba..2bc3ef1d376303447c0de90c426317a6dd701a01 100644 --- a/landing/lenses/100790.json +++ b/landing/lenses/100790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -810,7 +810,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -823,7 +823,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -843,8 +843,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -864,8 +864,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -875,7 +875,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -892,7 +892,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1004,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100840.json b/landing/lenses/100840.json index 5462814451454a25b399043c5158c9c70827f58d..a498bd896d63c086b5a943b805b65b7d344aa125 100644 --- a/landing/lenses/100840.json +++ b/landing/lenses/100840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1669,7 +1669,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1691,7 +1691,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1709,8 +1709,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/101000.json b/landing/lenses/101000.json index 9707cf4730dc79f646ee55aafbf32629cef01d69..53db01bc132da3f97e6e550abf59074ac73bd53a 100644 --- a/landing/lenses/101000.json +++ b/landing/lenses/101000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101140.json b/landing/lenses/101140.json index 68405af11a033aac9796fdf01e0983618d918855..898cf28e49ef1788aa20a1c1ae32760f2187e1a0 100644 --- a/landing/lenses/101140.json +++ b/landing/lenses/101140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -927,8 +927,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -947,8 +947,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -967,7 +967,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1081,10 +1081,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101160.json b/landing/lenses/101160.json index 00be58849a773c74021abc5f31f9512fb0d48473..b1f3d62360d1ed84be4e0f302e3eaf00a7461683 100644 --- a/landing/lenses/101160.json +++ b/landing/lenses/101160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101170.json b/landing/lenses/101170.json index 9950c6dc152f284dae3ebd1f486c1601cb24419d..bfe58bd8347fb325d474bf9cf40269cc8a125144 100644 --- a/landing/lenses/101170.json +++ b/landing/lenses/101170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101240.json b/landing/lenses/101240.json index 8d1421484b7fa1eddb520a4324ae32c5d0b48bc8..ac32694b825b44f2408bdcf889d86f897dd48ebe 100644 --- a/landing/lenses/101240.json +++ b/landing/lenses/101240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101330.json b/landing/lenses/101330.json index be44f365c16191199ab04cbcb3c955684c63f400..42ffaac60e0fa2bf7786d90254a35f70109897ee 100644 --- a/landing/lenses/101330.json +++ b/landing/lenses/101330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101360.json b/landing/lenses/101360.json index c24f095400c0754ef3d8fd57ee230f71f51bf745..d4534bafe17ec6836a77af75e9715676ca29bedf 100644 --- a/landing/lenses/101360.json +++ b/landing/lenses/101360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1506,7 +1506,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1528,7 +1528,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1546,15 +1546,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/101390.json b/landing/lenses/101390.json index c7f6c74edd35ecf3f36b17ea3ad124b906ad6cbb..6f328d15af20e644b4708c7c1002f66383f7b671 100644 --- a/landing/lenses/101390.json +++ b/landing/lenses/101390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101400.json b/landing/lenses/101400.json index 6ba0121755d89409b8c724b990bbac602ab88ad2..e2fe4bd8f9b4c7056384d8fc87c32fb5862bb995 100644 --- a/landing/lenses/101400.json +++ b/landing/lenses/101400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101490.json b/landing/lenses/101490.json index 422071e958976ec60b1b9074f9b72c58a6f79f62..d5cd9df671b5cb2277e27076e06785d60c0098c1 100644 --- a/landing/lenses/101490.json +++ b/landing/lenses/101490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2c29d81e5dcf", + "target": "101490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101530.json b/landing/lenses/101530.json index b672a76b10b8a977a3f54d30599fe2f20b0b0fa7..ccac8dcf1bbffbe01d74eb0f1c1b41d63967b866 100644 --- a/landing/lenses/101530.json +++ b/landing/lenses/101530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-16", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-16", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-16", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101670.json b/landing/lenses/101670.json index b5d05521957743e58168d7f6fc6822c68f8866bc..ffa2900066c0020c7a503a0464652fbbd1e97b44 100644 --- a/landing/lenses/101670.json +++ b/landing/lenses/101670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 201.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 208.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1004,7 +1004,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101680.json b/landing/lenses/101680.json index 16c22a64cb7e00e25d31bb6bb12f19739d8f92aa..a0314ee08910f2f5d1a057f8b3f5ab37bfeec9ce 100644 --- a/landing/lenses/101680.json +++ b/landing/lenses/101680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101730.json b/landing/lenses/101730.json index 18df295244b332f925ab56cf77f146e80e39602f..049ebff8fac58b1b6c485c541384b0de64aec0df 100644 --- a/landing/lenses/101730.json +++ b/landing/lenses/101730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101930.json b/landing/lenses/101930.json index 0af839d501b02ec6deb7a15d17c0e9fac823b734..c39a0f4c5d95f3e349e75290bd5ad1b802aba9e0 100644 --- a/landing/lenses/101930.json +++ b/landing/lenses/101930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101970.json b/landing/lenses/101970.json index 841c5d088a8764f305410e6d58bd7c65d5f4bb76..643dc6924a0326928bb4ba0ae8535b289a7ff8fd 100644 --- a/landing/lenses/101970.json +++ b/landing/lenses/101970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102120.json b/landing/lenses/102120.json index 232c6b2459fb962c2384f62d6f76e81c717cd096..56102c60d225fff4360027af90cad366eedae831 100644 --- a/landing/lenses/102120.json +++ b/landing/lenses/102120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102210.json b/landing/lenses/102210.json index 57d6c9b7add64e0c75fd664ec7a269f1cc3d3f9c..83ddfe495d4bd5769f5b29888907d72cbf53c21e 100644 --- a/landing/lenses/102210.json +++ b/landing/lenses/102210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102260.json b/landing/lenses/102260.json index 60bcb170bad7f63210e783a43d7e546b7bdfd280..050a5c9a1cea383f57f2748c3e48f83325dfc36d 100644 --- a/landing/lenses/102260.json +++ b/landing/lenses/102260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,15 +1647,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/102280.json b/landing/lenses/102280.json index 9706d4793a2cd564b7cd6f724a3876aacdf3a670..e5cd39dca7138af4e9f67b568d89abbdfa038cf5 100644 --- a/landing/lenses/102280.json +++ b/landing/lenses/102280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-27", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102370.json b/landing/lenses/102370.json index 1d96c000cd964c88862763cfa0e337a3f31d0cc6..8928ea73c31ede75cbb18f5d0280e34d7964653b 100644 --- a/landing/lenses/102370.json +++ b/landing/lenses/102370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102460.json b/landing/lenses/102460.json index 7afe095c1cb79eedd2b0b9f21291d9d8cabfc219..9745087c2882ce985e35543b4cf4fe1bf49a8f73 100644 --- a/landing/lenses/102460.json +++ b/landing/lenses/102460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102710.json b/landing/lenses/102710.json index 1ba26e394bd1665f4687105b150dc791131af775..2df7f7c578523cfd0186516588f5af51d32ce0d6 100644 --- a/landing/lenses/102710.json +++ b/landing/lenses/102710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.26%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102940.json b/landing/lenses/102940.json index cd509023f5691ae4078824391a2f1560eb53073e..a22354c7dc7a55af0824b148e8699ba042526d22 100644 --- a/landing/lenses/102940.json +++ b/landing/lenses/102940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 21.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 22.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102950.json b/landing/lenses/102950.json index a7a71475792361832ab223582ad9fb7752d0d5ef..4ebbc19dfe53a963e1eef03adb59cea0a1dd6b20 100644 --- a/landing/lenses/102950.json +++ b/landing/lenses/102950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/103140.json b/landing/lenses/103140.json index 65d00bc9042af0473c566cc83652c1d0ad65aed6..d3359339f8a81059f17c96f944fe7c59374ca83e 100644 --- a/landing/lenses/103140.json +++ b/landing/lenses/103140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -536,13 +536,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -755,14 +755,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -948,8 +948,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103160.json b/landing/lenses/103160.json index b933b820786fc73691a4fd586ef56c542e0cbe8c..9d3191a0fb6bd5e7402282504843bb12a04ade7d 100644 --- a/landing/lenses/103160.json +++ b/landing/lenses/103160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103230.json b/landing/lenses/103230.json index a7f280611aaac847def0e045fc8ee051d3671f51..3e8177e84c1cec0efaad830bfc87be8194ccc71a 100644 --- a/landing/lenses/103230.json +++ b/landing/lenses/103230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103590.json b/landing/lenses/103590.json index 47b99802e742192423ffbfb70a12ea07b9135919..001394357dca025efcd3a5ff9be6612974fe7206 100644 --- a/landing/lenses/103590.json +++ b/landing/lenses/103590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103840.json b/landing/lenses/103840.json index ed3fdf08e91a0e60fe71817e8e34835209c1ca94..51a2ce8c94ef2231e16b2a75c7634767358c1f2e 100644 --- a/landing/lenses/103840.json +++ b/landing/lenses/103840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 52.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 55.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 52.43, + "grade": "dCR-B", + "score": 55.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.02, + "grade": "dCR-B", + "score": 57.53, "assumptions": { "scenarioStress": "moderate" } @@ -871,11 +871,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 29.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.15%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104040.json b/landing/lenses/104040.json index d5b4faa713d75aec04256274ba6d34a4133fd209..bcd7d8830acd5a3acf6f3498cabc9b2f3da79650 100644 --- a/landing/lenses/104040.json +++ b/landing/lenses/104040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104200.json b/landing/lenses/104200.json index 45ce6732cc846b333153f17d7c789dca93abe32e..1618e11bb55664c40e731ecacbb71a17911de978 100644 --- a/landing/lenses/104200.json +++ b/landing/lenses/104200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104460.json b/landing/lenses/104460.json index 93c614dfc4681aab0ef5fe4560fc6c24e0e0bcba..c2a33070bacd3eba553149d265b94ec7656bcc02 100644 --- a/landing/lenses/104460.json +++ b/landing/lenses/104460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/104480.json b/landing/lenses/104480.json index 5eaa0aa62df30cbffdf60c63a526fdac659d1b64..515528368bf88e3055b00cedc9b631cf863d30c4 100644 --- a/landing/lenses/104480.json +++ b/landing/lenses/104480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104540.json b/landing/lenses/104540.json index 1742bcb234399cf15fd46992f8c89fe963e57775..ee2acbd2d381ca862071922ec8504e35edf7223f 100644 --- a/landing/lenses/104540.json +++ b/landing/lenses/104540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104620.json b/landing/lenses/104620.json index 4f0acc7841c21f4b559b3b0ff80cc48cde33d255..e09dcb8fedb465c2169c2587b0005bf51b5b055f 100644 --- a/landing/lenses/104620.json +++ b/landing/lenses/104620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,10 +1171,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1189,10 +1189,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104700.json b/landing/lenses/104700.json index 4bbece483ae7afe4ebdb02344bdb23b3de85fe33..644e672e1cd3725b3a4acae8533feb18a28c4046 100644 --- a/landing/lenses/104700.json +++ b/landing/lenses/104700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104830.json b/landing/lenses/104830.json index 9000ab6f489c86e8253ff934608df6b355d167a3..944a082be8bd0aaba01c7baca8758a3baeb0ee67 100644 --- a/landing/lenses/104830.json +++ b/landing/lenses/104830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105330.json b/landing/lenses/105330.json index 36da5851c4834dea2bb43c4aad75b9793a02c73c..3cb5b228dbaf5d831280db34c911fdc9010eacdc 100644 --- a/landing/lenses/105330.json +++ b/landing/lenses/105330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.68, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.93, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.68, + "grade": "dCR-BB-", + "score": 42.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.2, + "grade": "dCR-BB-", + "score": 43.45, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105550.json b/landing/lenses/105550.json index dc7f6ea104260915b695ac2080890d320d2299df..5fd028e225cd3a5fd1c98637c2542f6bc26c6431 100644 --- a/landing/lenses/105550.json +++ b/landing/lenses/105550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 359.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 365.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105560.json b/landing/lenses/105560.json index a935b8fa384fb3c6c508ab19c9fb91012526951e..e08ffb88aba0d9555a214adfbcbf89de1d9def9f 100644 --- a/landing/lenses/105560.json +++ b/landing/lenses/105560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,88 +1138,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:822ed56a2cd1", - "target": "105560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105630.json b/landing/lenses/105630.json index bbf9be95e8bac637f52abc2aaa33196b315ac4fe..1d6a5c5edfa5e29d965dba1b027602bc4ff495ec 100644 --- a/landing/lenses/105630.json +++ b/landing/lenses/105630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105740.json b/landing/lenses/105740.json index 787734a7f203f45e2acf906107a4e7e212566c7a..35acf2c952dd4b01314f3477b947014ad93980d9 100644 --- a/landing/lenses/105740.json +++ b/landing/lenses/105740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105760.json b/landing/lenses/105760.json index 41def7410e4c9c66d4eea4a589f0790a3cebbbf5..d8371667ba46793704345eb9ab34c0312c725a68 100644 --- a/landing/lenses/105760.json +++ b/landing/lenses/105760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,10 +1042,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105840.json b/landing/lenses/105840.json index ae29f7b478aceaa09543ba86a1e0aa765e1d6823..13e9606da5d744a24dad0d98ecac9373635da05f 100644 --- a/landing/lenses/105840.json +++ b/landing/lenses/105840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106080.json b/landing/lenses/106080.json index 19b1ee296a1cce11f507d272683f2bbf8544e441..7eaa4fdc9c54bb8e112b4d4ed13082845844cd4b 100644 --- a/landing/lenses/106080.json +++ b/landing/lenses/106080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 84점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 173.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-16", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-16", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-16", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106190.json b/landing/lenses/106190.json index 5897644a67c0e170dde0951795ea44fe04c521be..49367619d13632c4d867384d428495c8c3218b01 100644 --- a/landing/lenses/106190.json +++ b/landing/lenses/106190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,7 +924,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106240.json b/landing/lenses/106240.json index a7f80af1ffef41924daeab174471410abb944ee7..0b568bcda81ce3e721dd417803d6fc8a8fd4cb33 100644 --- a/landing/lenses/106240.json +++ b/landing/lenses/106240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.19, + "grade": "dCR-B+", + "score": 48.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.92, + "grade": "dCR-B+", + "score": 49.57, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 13.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1048,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1081,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1662,88 +1663,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4afb7f0a8157", - "target": "106240", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.551 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/106520.json b/landing/lenses/106520.json index dec489f51ea5f427551355040c6b999e40e69236..ab85c42249ad390bba97027efb829c0430e68330 100644 --- a/landing/lenses/106520.json +++ b/landing/lenses/106520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107590.json b/landing/lenses/107590.json index 89c1074dbcbcc391e8984cccd9c9dfbc4fb1b2aa..1f2dc08b13c0cb884451b9756fad6521561a2e0a 100644 --- a/landing/lenses/107590.json +++ b/landing/lenses/107590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107600.json b/landing/lenses/107600.json index 75d73779929e8801629d06198f79a95b83273728..8f13dac44893e435f45b2cae38cc725c9bd2ebe9 100644 --- a/landing/lenses/107600.json +++ b/landing/lenses/107600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,18 +310,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 20.83, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 22.83, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -504,15 +504,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 20.83, + "grade": "dCR-BBB+", + "score": 22.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 21.14, + "grade": "dCR-BBB+", + "score": 23.14, "assumptions": { "scenarioStress": "moderate" } @@ -571,7 +571,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -581,7 +581,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -596,14 +596,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -863,10 +863,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -882,10 +882,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -913,7 +913,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107640.json b/landing/lenses/107640.json index 0775244dfa845b77a8e23a2a9a8f5dbea6ec6ea7..8b8d2f2accdcb5ac62e2ae87b96821b6108014d4 100644 --- a/landing/lenses/107640.json +++ b/landing/lenses/107640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -324,13 +324,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -449,7 +449,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 9.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -630,14 +630,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -757,10 +757,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -790,8 +790,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -803,7 +803,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -843,10 +843,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -881,7 +881,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -983,10 +983,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108230.json b/landing/lenses/108230.json index 62db8cb3e93774601a1c0559a5b46ff58ab3c47c..b70811e34c0ab930b7517a572081e33c43b5c9d1 100644 --- a/landing/lenses/108230.json +++ b/landing/lenses/108230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108320.json b/landing/lenses/108320.json index 7bf283425ec75870aa1b7b5a00409e77a3cbdacd..f7491edcfb290fd3fd2e9e68446923ae0dc5f034 100644 --- a/landing/lenses/108320.json +++ b/landing/lenses/108320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108380.json b/landing/lenses/108380.json index c356e5183336837e9a814ab2544ca81f820a7579..9bfe7da5a7dc77d1bcd483ff4eabef85f3c3ce93 100644 --- a/landing/lenses/108380.json +++ b/landing/lenses/108380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/108490.json b/landing/lenses/108490.json index 2736e23d388b585b83bc28f299e2540159a03c73..f850b9fa172d85943cced9dd461078a216b4bfc5 100644 --- a/landing/lenses/108490.json +++ b/landing/lenses/108490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,7 +1445,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1467,7 +1467,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1485,8 +1485,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/108670.json b/landing/lenses/108670.json index bd5b570b931d28786756578ae8bae7cee636e139..29adf1f081a6c9f93708d2768b496a3af13dd603 100644 --- a/landing/lenses/108670.json +++ b/landing/lenses/108670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108860.json b/landing/lenses/108860.json index e66738cadb89f8e821a704549c551d2b8c45b478..e74ffd8eca3746e353c5d621a31107078eb09276 100644 --- a/landing/lenses/108860.json +++ b/landing/lenses/108860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109070.json b/landing/lenses/109070.json index edd8081f332800028d98b8226c8a29c2f2fbc72b..18c08fba38adbe9da5e960281fb5e7cedee70189 100644 --- a/landing/lenses/109070.json +++ b/landing/lenses/109070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109080.json b/landing/lenses/109080.json index a9ba39c413b79ebc8740e2a6b7572d4f375169c5..a0a3771c94c60c16caa56555d8a70bd2badc64fe 100644 --- a/landing/lenses/109080.json +++ b/landing/lenses/109080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.14, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.14, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.14, + "score": 9.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.57, + "score": 9.57, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109610.json b/landing/lenses/109610.json index 9f2781736683cbffc0f5291ab355ae6c65ff42d4..1ef4533069a86133d0a47f3b5ddde31067f881ac 100644 --- a/landing/lenses/109610.json +++ b/landing/lenses/109610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 12.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109670.json b/landing/lenses/109670.json index f2c6d853c06529fac5810b0cea74b327b830104d..da97f15d4b392a4b05c2b915b99f0b83c09f0f16 100644 --- a/landing/lenses/109670.json +++ b/landing/lenses/109670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -959,19 +959,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,17 +1038,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1117,7 +1117,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1126,7 +1126,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,88 +1368,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ce530621d33c", - "target": "109670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/109740.json b/landing/lenses/109740.json index 29457c7715ea65e40c767a8b276e08bcca6e0ed5..14172da81e477245ef560562df39414b88047805 100644 --- a/landing/lenses/109740.json +++ b/landing/lenses/109740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109820.json b/landing/lenses/109820.json index d0d641356239e0fe02d9ff3e2f4d1639fb7773ab..55160cfc92b711fc8184f84a65eb93ce49f1d838 100644 --- a/landing/lenses/109820.json +++ b/landing/lenses/109820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109860.json b/landing/lenses/109860.json index 46bb3678949e7026a519658f12aab3f64fdab9b0..2737b62eb79e5381d2ca14bc7a3a2484b045777c 100644 --- a/landing/lenses/109860.json +++ b/landing/lenses/109860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109960.json b/landing/lenses/109960.json index f76f67fa5d603ff7925f00ab7e146956b6230e7c..073ee802dd20eecf6aa6af75ebdaddb1aaf09dec 100644 --- a/landing/lenses/109960.json +++ b/landing/lenses/109960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110020.json b/landing/lenses/110020.json index cbecafc98df87c94b35cc991ca856b7d90b9c8e3..ee95ae826a65fccf5d9370da1054724ada3742aa 100644 --- a/landing/lenses/110020.json +++ b/landing/lenses/110020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110790.json b/landing/lenses/110790.json index b0d40e491399976efe16330d8f4b42e5c80ec1e7..943832f130ccff0be37eae53f5c257383b0cecb4 100644 --- a/landing/lenses/110790.json +++ b/landing/lenses/110790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 39.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 39.66, + "score": 37.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 40.47, + "score": 38.22, "assumptions": { "scenarioStress": "moderate" } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110990.json b/landing/lenses/110990.json index 0ecac65cf697dcd739b33d78b9588d3258338f09..2e531244a5d7f99a5f8f77dc5af5f2246da93f70 100644 --- a/landing/lenses/110990.json +++ b/landing/lenses/110990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1443,7 +1443,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1465,7 +1465,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1483,15 +1483,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/111110.json b/landing/lenses/111110.json index 3a3f137008ba32847d4e9fc327e3efee1f46f7bd..f6ad1fcc4dc07af263dd5334b12323324c67a7b4 100644 --- a/landing/lenses/111110.json +++ b/landing/lenses/111110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111380.json b/landing/lenses/111380.json index f8ee67bfb1998ac1d7764fb5476f4bd40a13eecb..3abbb098b0d1744871f30c954826ff90205ad8f6 100644 --- a/landing/lenses/111380.json +++ b/landing/lenses/111380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111710.json b/landing/lenses/111710.json index 4ecb02424d2b6ba40e0646b5ef2eb5bf481ddf01..cdec0bd1761b521160041ae4ab08158ce81f9f1f 100644 --- a/landing/lenses/111710.json +++ b/landing/lenses/111710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111770.json b/landing/lenses/111770.json index 912dc6afe9e1f44d117444a478e03b3b6449e143..a138904deb8604bf90c6b49041c2488667606e46 100644 --- a/landing/lenses/111770.json +++ b/landing/lenses/111770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111820.json b/landing/lenses/111820.json index 6a4f9a69081f515fcc7092c2cb1a2f7766609c19..59496ff497b0377bf24379201ea2ea50696faa50 100644 --- a/landing/lenses/111820.json +++ b/landing/lenses/111820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111870.json b/landing/lenses/111870.json index ae86dc61f668790305d47b2b4d0d9d4218190a29..37769d2a894824311a143cc49ce8b447ac2850a9 100644 --- a/landing/lenses/111870.json +++ b/landing/lenses/111870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112040.json b/landing/lenses/112040.json index 7ab406d15cd7c0eaece43ce20164079e2ee7cfb7..23fb4ef8b80594ae9bb5517f0253f5ed47542e14 100644 --- a/landing/lenses/112040.json +++ b/landing/lenses/112040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112190.json b/landing/lenses/112190.json index 96ba8d30c8136a6290403078f9fa47b4e3abae81..9a2cfe1490d7dba47b3e868e0330f91ce109106b 100644 --- a/landing/lenses/112190.json +++ b/landing/lenses/112190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/112240.json b/landing/lenses/112240.json index 04b5861dc2439ae853dff3de5f277de8ad3d842f..6cac1afb8bdb4c01e2dd4bca95602102fdfd5d29 100644 --- a/landing/lenses/112240.json +++ b/landing/lenses/112240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112290.json b/landing/lenses/112290.json index 8ec0aa73b12d42ed962f75b84ee58f9a336fdeda..fea67ea96b395b577e704e0cb2490c3c537080b9 100644 --- a/landing/lenses/112290.json +++ b/landing/lenses/112290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 21.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -735,7 +735,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112610.json b/landing/lenses/112610.json index 1cbdf356ed149a9371b2b423a0512637b0832a09..b090e80abc5f6665564935ef65f1652581e81231 100644 --- a/landing/lenses/112610.json +++ b/landing/lenses/112610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1507,12 +1507,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8297a6807ba4", + "target": "112610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/113810.json b/landing/lenses/113810.json index ce3ccdce00610fc0ccc42521f4b55c86574f3f9c..292bcb58f8d8d863576d159daaeaaeff64429877 100644 --- a/landing/lenses/113810.json +++ b/landing/lenses/113810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114090.json b/landing/lenses/114090.json index 92338429ab05c60925d5b6dfbf552860a2a6c469..002c8eef3e91e3ad8b66c7979faad7f33ab3823d 100644 --- a/landing/lenses/114090.json +++ b/landing/lenses/114090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/114190.json b/landing/lenses/114190.json index df7000fbbcb39831c6d05f8e84873ccbb1a70053..d224220d719ae2a20b6cf84b7e9062a338f1b2d3 100644 --- a/landing/lenses/114190.json +++ b/landing/lenses/114190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.41, + "grade": "dCR-BB+", + "score": 32.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.21, + "grade": "dCR-BB+", + "score": 33.48, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114450.json b/landing/lenses/114450.json index b78ded0289c98a6ac8dfad9eb3227dcff9139853..5da884a9ff7183df5a3446af25546643cbc3505f 100644 --- a/landing/lenses/114450.json +++ b/landing/lenses/114450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114630.json b/landing/lenses/114630.json index 0275917c5e6d0b5f2c816ca8089f2960762a708f..ac57068434f9acabc4bbf1a45854d1d374dbb1b0 100644 --- a/landing/lenses/114630.json +++ b/landing/lenses/114630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114810.json b/landing/lenses/114810.json index d807b441b0b84d3996f519cf2ebdd338c2184a72..676ba57986c396ad0f47e4e894054714a9e5809b 100644 --- a/landing/lenses/114810.json +++ b/landing/lenses/114810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114840.json b/landing/lenses/114840.json index 710e041c744bce3dfbbb02dce7fc4a8da7901e91..5a1d60c6c6f6e43f121261163ea8fb573e1a895d 100644 --- a/landing/lenses/114840.json +++ b/landing/lenses/114840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115160.json b/landing/lenses/115160.json index c3ae90dda17da12491f031317713214f12e05c84..600e609ba4bf79ff41b71f69f478c99685f68780 100644 --- a/landing/lenses/115160.json +++ b/landing/lenses/115160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.24%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115180.json b/landing/lenses/115180.json index bc98533bfb609bf1052a7c65b3d8a286e5a8a98c..cff1131ccac66bd1f1679f95e9dcc48208af44a7 100644 --- a/landing/lenses/115180.json +++ b/landing/lenses/115180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115310.json b/landing/lenses/115310.json index 14ba0741a11a4c979dd02b7393e9427c518882b4..7fefe362ca4abc43a0503839919eace80eef94c3 100644 --- a/landing/lenses/115310.json +++ b/landing/lenses/115310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115440.json b/landing/lenses/115440.json index 10877be5f989f3e3e255a180fc624761393931fa..b2e9306d845a840f179483b84e070a85776a52dc 100644 --- a/landing/lenses/115440.json +++ b/landing/lenses/115440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115450.json b/landing/lenses/115450.json index 949e560546a019b17fe4354845ae600a1b3fc434..07b33c51fd025619e198328662cf0a4fd35a5ef3 100644 --- a/landing/lenses/115450.json +++ b/landing/lenses/115450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,10 +1202,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1220,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115480.json b/landing/lenses/115480.json index 9b16b22026fba31830891a40035d19027f2fe0c3..8a9654b51abbeb19c1b6e197d99e2f9f16ab5eb6 100644 --- a/landing/lenses/115480.json +++ b/landing/lenses/115480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/115500.json b/landing/lenses/115500.json index c4b8a7011f70e5cb939b6dc5bfdcff1822ebb808..ac3d1866bdfafeef0269b0ca2883783763ab9ee1 100644 --- a/landing/lenses/115500.json +++ b/landing/lenses/115500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115530.json b/landing/lenses/115530.json index d4b441921612661ae361db35d5ebe1572acec2eb..335a3496a0720e6413a7517e8038240b797c5082 100644 --- a/landing/lenses/115530.json +++ b/landing/lenses/115530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 20.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 22.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,88 +1465,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fd62ad5a7bb0", - "target": "115530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.667 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115570.json b/landing/lenses/115570.json index fce04db8cb307afd9792f83cc3cb6d299ccf095d..d513582d8abc51057e30ff3b733402797fc0a434 100644 --- a/landing/lenses/115570.json +++ b/landing/lenses/115570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a1e2de761fde", - "target": "115570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.451 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115610.json b/landing/lenses/115610.json index 674a2e65275feff3b8d852843ea437ac20c6f547..e7ed0251d3d4deab65a4bc3333127d636218856c 100644 --- a/landing/lenses/115610.json +++ b/landing/lenses/115610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,10 +1029,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117580.json b/landing/lenses/117580.json index 5a5185155bfec4c43a95c464ea4c53e0d7b437c9..25686e267275bb6a12165c4c9b29576a7f2f8039 100644 --- a/landing/lenses/117580.json +++ b/landing/lenses/117580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 14.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 14.51, + "score": 15.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 15.29, + "score": 16.58, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.55%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117670.json b/landing/lenses/117670.json index 25dabdc3201ca882675b7ad52e0a6bfee8dc0573..5af1e0dfc05cbd90b31efc67f9a26366e1246cc1 100644 --- a/landing/lenses/117670.json +++ b/landing/lenses/117670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117730.json b/landing/lenses/117730.json index b4d1db60e9314cc9fd52e3d3182536f348e7e1bc..b8b20b358874cfa70c684f6359ed0fd2b3866d00 100644 --- a/landing/lenses/117730.json +++ b/landing/lenses/117730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118000.json b/landing/lenses/118000.json index 5529cee4d5fd5a838b24f9595b708f22036c38ad..49de866ac96a8973e74d87a5ec6bcb7a013c3fec 100644 --- a/landing/lenses/118000.json +++ b/landing/lenses/118000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118990.json b/landing/lenses/118990.json index 661291491e574b83622be08efb16b48f1ac70a0e..fa9b261dbb4af0ed1ffeb5b20cb3190963853f1a 100644 --- a/landing/lenses/118990.json +++ b/landing/lenses/118990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119500.json b/landing/lenses/119500.json index f03b567d592c7c0d8ba68be669ad4f9303fdeeb7..e6bad62a5c93a0411c38f3dd32449a3ff1b8eb0c 100644 --- a/landing/lenses/119500.json +++ b/landing/lenses/119500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119610.json b/landing/lenses/119610.json index 624e7d1746b849d119fdadde05fd6da0751d2ab6..b1ced7c080726c5600649ce7826955ebecedb735 100644 --- a/landing/lenses/119610.json +++ b/landing/lenses/119610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119650.json b/landing/lenses/119650.json index bc3932c101897ac1fd521e9c420200f48f179b9e..8066c8a83d7c69b1b98cbc3897419326073bb0c1 100644 --- a/landing/lenses/119650.json +++ b/landing/lenses/119650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119830.json b/landing/lenses/119830.json index cdc9d695a6dcaf063d978afe505ea9e70f0c634d..6ade1d454c1b35cb4a5b1f7245af8924ebae36f2 100644 --- a/landing/lenses/119830.json +++ b/landing/lenses/119830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119850.json b/landing/lenses/119850.json index a5233dc560b5004d347c82d5eb9749e5858b79ba..9130874ec2565ab3a60f6727bf04b4d785a5f19c 100644 --- a/landing/lenses/119850.json +++ b/landing/lenses/119850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1513,7 +1513,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1535,7 +1535,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1553,8 +1553,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/120030.json b/landing/lenses/120030.json index a32a678f4c9a0d42c346c9ce9fb4956201317dec..2d799e6d441e4403b9df4404937003ee9c3b7b35 100644 --- a/landing/lenses/120030.json +++ b/landing/lenses/120030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120110.json b/landing/lenses/120110.json index 2a2a93f728b993e09510749792e38fa9fb812437..2c7395ab6cd41ee4dadf304b57778164c75661c0 100644 --- a/landing/lenses/120110.json +++ b/landing/lenses/120110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120240.json b/landing/lenses/120240.json index 028cf69333615d536e9b949598a901417cc41ef7..c634902379b5f6a7ee6b9222d7a496fd9907dfd0 100644 --- a/landing/lenses/120240.json +++ b/landing/lenses/120240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121440.json b/landing/lenses/121440.json index 330aeef2bcafac1c5ae3a73d29125efc68bc5405..d1f8e7ef43ba3502ac6b99f9f3ce5972e6aa318c 100644 --- a/landing/lenses/121440.json +++ b/landing/lenses/121440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,88 +1462,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3433079352b4", - "target": "121440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.736 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/121600.json b/landing/lenses/121600.json index 4f4f63b3aab6d2b23edd2eb42aac8647d31f2212..0c0ab2de20382832d2533ffa676f4f8eeec2f4de 100644 --- a/landing/lenses/121600.json +++ b/landing/lenses/121600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121800.json b/landing/lenses/121800.json index 2a5b8b6162a4c582f48c89d0917b364bc9cb5249..55840bf4f046a68ea22ea2a6caf2ca66eb2985be 100644 --- a/landing/lenses/121800.json +++ b/landing/lenses/121800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121850.json b/landing/lenses/121850.json index edea2f0fd8e8b54bb18baf7974939553037255c6..d1cab9737051bf2edc1ab295b315b4de359a8002 100644 --- a/landing/lenses/121850.json +++ b/landing/lenses/121850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "자본구조 축이 88점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 1090.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 1125.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121890.json b/landing/lenses/121890.json index f348d891a0aefb99b6ca7a43ab6983d850d298cb..0b39b489e8847a8cd6f95c608eeda1aba43e9083 100644 --- a/landing/lenses/121890.json +++ b/landing/lenses/121890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122310.json b/landing/lenses/122310.json index f5fdf9447c7262d5ea33324d6dc74ee51be29b4d..d9a8e06963a428704e550124bf6e35bc148a9761 100644 --- a/landing/lenses/122310.json +++ b/landing/lenses/122310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122350.json b/landing/lenses/122350.json index 9538c3c6535d7022ee2c92c5ece7e136d8f74bbd..f35f5f0569d827c6608d2254120e623d5b2d4c5f 100644 --- a/landing/lenses/122350.json +++ b/landing/lenses/122350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 43.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 43.51, + "score": 47.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 43.99, + "score": 47.75, "assumptions": { "scenarioStress": "moderate" } @@ -918,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122450.json b/landing/lenses/122450.json index 30360997898d33319e64c52f75a9862a9095d295..4f1dcfd8888ce2b66cecedab0aab01d84a00d7f2 100644 --- a/landing/lenses/122450.json +++ b/landing/lenses/122450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122640.json b/landing/lenses/122640.json index 6d5174b84d00634291ab6e95f6a9a88fe89d83fc..f5d468464dd516f45f3c560ee05298db138ecccb 100644 --- a/landing/lenses/122640.json +++ b/landing/lenses/122640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122690.json b/landing/lenses/122690.json index b69bb85ac0260accb49176cd8b314f0a1be12abe..52c4a05aea9ddeb7da60f91f2a8b7f8d8aeddb03 100644 --- a/landing/lenses/122690.json +++ b/landing/lenses/122690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 13.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 15.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122830.json b/landing/lenses/122830.json index ed7404a5205c48d0d033873d55c3b870a6c2a2ab..5be4db439f85d90afd99ad723b0f65fad10eed08 100644 --- a/landing/lenses/122830.json +++ b/landing/lenses/122830.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/122870.json b/landing/lenses/122870.json index 555ef53e06f0e9a1193424378b7d5d420c8dd4b7..6997271025f7525959fbd75fe07e406a65ec6b34 100644 --- a/landing/lenses/122870.json +++ b/landing/lenses/122870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,8 +1457,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122900.json b/landing/lenses/122900.json index 5fcbf517dce8532354a3f1ae72e072489ad7fba6..7a12c125fc5bb0afcfd820744c69ff63468eb17b 100644 --- a/landing/lenses/122900.json +++ b/landing/lenses/122900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122990.json b/landing/lenses/122990.json index 5519bb011ceadbed099ec043eab069c7ccc78953..6b010d717acda567817ab1ec396c9b82f7091ce5 100644 --- a/landing/lenses/122990.json +++ b/landing/lenses/122990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123010.json b/landing/lenses/123010.json index 08c23ebb40d96d6bb8b59da85a3c38d8a0cca205..d7096bbcdecffe3bd36ec40e001537019f464e5d 100644 --- a/landing/lenses/123010.json +++ b/landing/lenses/123010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.15, + "grade": "dCR-BB+", + "score": 32.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.08, + "score": 33.57, "assumptions": { "scenarioStress": "moderate" } @@ -767,11 +767,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -839,7 +834,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", @@ -859,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -986,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1110,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,13 +1133,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1153,7 +1148,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1166,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1185,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123040.json b/landing/lenses/123040.json index 405a22898fc922786b2b7e57960b54a1dd1b4f61..6d1939653a45f0241bcbc9ce8aec9eef593069a5 100644 --- a/landing/lenses/123040.json +++ b/landing/lenses/123040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "자본구조 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/123330.json b/landing/lenses/123330.json index 5e9826a19fa49f9c2e9e272813ed2c40eb6bff8b..b4b026b8ccfbbfd213ae013115dadf3fefe954a4 100644 --- a/landing/lenses/123330.json +++ b/landing/lenses/123330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123410.json b/landing/lenses/123410.json index 50f67dcaec4fc1c891cbd92981ae0501069e9f68..3e21386052d202802dd97ede7e74f7d8ed8a9237 100644 --- a/landing/lenses/123410.json +++ b/landing/lenses/123410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/123420.json b/landing/lenses/123420.json index 142c28f689c66184470dbad25041747fde71beaf..1b1eb8dfce32d93960feb7c14b5dd4c626bebed4 100644 --- a/landing/lenses/123420.json +++ b/landing/lenses/123420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/123570.json b/landing/lenses/123570.json index df6c8015a532a0b7d6c66895df815dee0a8a81ba..44627adc1de89b2eca3db7f3f8d860c79b842793 100644 --- a/landing/lenses/123570.json +++ b/landing/lenses/123570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123690.json b/landing/lenses/123690.json index 2543fe3b50185b6090df8f1284614b48f69d67bd..65c58d5984f76a0ed47f02ff027c1bf2847c18d4 100644 --- a/landing/lenses/123690.json +++ b/landing/lenses/123690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123700.json b/landing/lenses/123700.json index 34c1697d863d64a9fe0ad5e78289e5a8a6ee4bfb..60ed656ed8818b47afe2115143799fb3bbca5fee 100644 --- a/landing/lenses/123700.json +++ b/landing/lenses/123700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123750.json b/landing/lenses/123750.json index 96e2bc1b849ea6a68a9e9a479a39cf88d05d829d..49e5c876802202c4223845d7632c07d5b2302d5b 100644 --- a/landing/lenses/123750.json +++ b/landing/lenses/123750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123840.json b/landing/lenses/123840.json index 9c2642639917a8f662443673c142eace55b33a10..372c2db4ed8d39c81ca734f61a27c5113417048f 100644 --- a/landing/lenses/123840.json +++ b/landing/lenses/123840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 502.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 487.26%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123860.json b/landing/lenses/123860.json index 8a8858b4c3da7fdbd8c942aed3fb78b82f7a3f6c..5e1ffe244662c79e6ca9ebdbf6e62373c8862385 100644 --- a/landing/lenses/123860.json +++ b/landing/lenses/123860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123890.json b/landing/lenses/123890.json index 2396bf78b3df17744db0315f22177b889aae0bbc..0c6110649ebb725deecc9248c023f3e8eee20c28 100644 --- a/landing/lenses/123890.json +++ b/landing/lenses/123890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124500.json b/landing/lenses/124500.json index 3e457befc35bfb41648d3a0373bedb6aedbdd08e..0ddc9c7abae13ed6b71b71725d2a4002da40b074 100644 --- a/landing/lenses/124500.json +++ b/landing/lenses/124500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/124560.json b/landing/lenses/124560.json index c7194d902f47935426e738e8b530facfd2c0cc75..fb126ea7b797858b1046d21c45274f6ea6cb2469 100644 --- a/landing/lenses/124560.json +++ b/landing/lenses/124560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125020.json b/landing/lenses/125020.json index f83e221a9413aeba0e8c3772c9513c7350d06da2..7907fb763a4a443380151285b6ecb81ecf0bca8c 100644 --- a/landing/lenses/125020.json +++ b/landing/lenses/125020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125210.json b/landing/lenses/125210.json index 9bc1945319391e1d64d140c45509c36ffbb16802..285ddb86a81bcde1bf331a8bc8f7c78dffe2017a 100644 --- a/landing/lenses/125210.json +++ b/landing/lenses/125210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -598,18 +598,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.49, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,15 +793,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.49, + "grade": "dCR-BBB-", + "score": 28.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.2, + "score": 30.45, "assumptions": { "scenarioStress": "moderate" } @@ -817,11 +817,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -889,10 +884,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1158,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1188,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1201,7 +1197,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1214,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1233,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1436,12 +1432,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:07d8a0c4518a", + "target": "125210", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/125490.json b/landing/lenses/125490.json index cca8635ea37fff2b6b8eb5c0e161cf2bcfb6693c..ed2f56668d79805fb77d81112fbb593dfdad438f 100644 --- a/landing/lenses/125490.json +++ b/landing/lenses/125490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126340.json b/landing/lenses/126340.json index 59994e93d1b354a0fb23a5d82e1d82f177933586..926b19a5dc7783eff0611678c04ba768cde6bb09 100644 --- a/landing/lenses/126340.json +++ b/landing/lenses/126340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 54.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.67, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 54.59, + "score": 51.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 55.15, + "grade": "dCR-B+", + "score": 52.12, "assumptions": { "scenarioStress": "moderate" } @@ -800,11 +800,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -865,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 22.75%). 최근 주가 하락이 반영된 결과", "D/EBITDA 53.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -882,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1009,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1055,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1075,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1097,8 +1092,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1208,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1273,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126560.json b/landing/lenses/126560.json index f4b668910404044bf51c48ee7943a1822bd58a64..0f90de1f68e3c0f8f2cc8f233a60874b8caff37f 100644 --- a/landing/lenses/126560.json +++ b/landing/lenses/126560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126600.json b/landing/lenses/126600.json index f424b4d5836d224ad945bea4639835d6d22eabf2..3d91d414c9986ff2a6c7a432c523477f18386a3d 100644 --- a/landing/lenses/126600.json +++ b/landing/lenses/126600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126640.json b/landing/lenses/126640.json index d8dd8a3e4cd95f72c2d800d527dcb6c068c0780c..ee27bf875265d57b528b26bfcef7214845883f09 100644 --- a/landing/lenses/126640.json +++ b/landing/lenses/126640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126700.json b/landing/lenses/126700.json index 3f27d85f545cecba1c37ef18e721620f9926e084..2b43119cbe83cd96ace7f47555fe860b17384f22 100644 --- a/landing/lenses/126700.json +++ b/landing/lenses/126700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126720.json b/landing/lenses/126720.json index a48afb9618e2fddefffeb2f1cacec1538e0027a2..bfcf6f4cc1f5caba7e6ab1bd3e6b14f4d3ffe325 100644 --- a/landing/lenses/126720.json +++ b/landing/lenses/126720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126730.json b/landing/lenses/126730.json index ff41da59b06c41875dea97811e22f38be0f5dd87..830c4427822b106ac8770860dd9875228376a31d 100644 --- a/landing/lenses/126730.json +++ b/landing/lenses/126730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -701,19 +701,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -734,8 +734,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -747,7 +747,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -780,17 +780,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -800,7 +800,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -825,7 +825,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -859,7 +859,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -868,7 +868,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -900,10 +900,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -931,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126870.json b/landing/lenses/126870.json index d10d296ccd1b16ab6902163cdd048e0c2d28db96..f3d004421c9b5cfcf02aec579bef7eec2ec93cfd 100644 --- a/landing/lenses/126870.json +++ b/landing/lenses/126870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126880.json b/landing/lenses/126880.json index 5e9d68e5d1fe719783265a5432040cdf3e1cdaaf..87684a288adb937e03b3deddb9f7b08cfbce19d0 100644 --- a/landing/lenses/126880.json +++ b/landing/lenses/126880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127120.json b/landing/lenses/127120.json index 00a9ba739ee349b310a83432c8a9bba7d56aeec7..1a1b1cab635ee425018c3281338f8ff3f0408929 100644 --- a/landing/lenses/127120.json +++ b/landing/lenses/127120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127710.json b/landing/lenses/127710.json index 47987a944d274be6cfeda41fdcdcde6bb139ad33..28bd1aa123a5d37a8efff155a4e451055251e3ec 100644 --- a/landing/lenses/127710.json +++ b/landing/lenses/127710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127980.json b/landing/lenses/127980.json index e877cc43106c7d2dfb500d569e451dc4af5ac0c8..c799207ec9b3c75534881cfe2db65e69315c3e4e 100644 --- a/landing/lenses/127980.json +++ b/landing/lenses/127980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128540.json b/landing/lenses/128540.json index c05d45fcd4e184c03058de7cc81bd202d74681b2..48d95ecbcba127f857a025971b347340e7c3b453 100644 --- a/landing/lenses/128540.json +++ b/landing/lenses/128540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128660.json b/landing/lenses/128660.json index 9e6ee48796f6bd92524c857443a5c7326958491d..9b504a1968080cdf8f0efbd326fedf2e319d171d 100644 --- a/landing/lenses/128660.json +++ b/landing/lenses/128660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/128820.json b/landing/lenses/128820.json index 39761ec0c19796ef8b6ae516d7026a7f560d1adc..bbb2cb98105be1edc8d7c3c076637d4158949296 100644 --- a/landing/lenses/128820.json +++ b/landing/lenses/128820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,88 +1673,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:41fa873633f8", - "target": "128820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.421 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/128940.json b/landing/lenses/128940.json index 1380dbca2fcc5d72ecc943268a67bdc520f822d6..1ac109b560cd095b4d3ee333f4acc1b63f295cfe 100644 --- a/landing/lenses/128940.json +++ b/landing/lenses/128940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/129260.json b/landing/lenses/129260.json index f0a3eb0ca5aa71733ff1354a1b1313583ecbe3ff..2041a67f88990f4f4065dc5625571fea3eb1d715 100644 --- a/landing/lenses/129260.json +++ b/landing/lenses/129260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129890.json b/landing/lenses/129890.json index 19184a21dc3477a8c732c38a537f68a7a43c8e29..b616029f344c2d36de1a3ff47c84249583fb4c2c 100644 --- a/landing/lenses/129890.json +++ b/landing/lenses/129890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -935,15 +935,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -961,8 +961,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,17 +1006,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1077,13 +1077,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1092,7 +1092,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129920.json b/landing/lenses/129920.json index 83461df7f6b9f8809cfeb7097aec3727971e76b3..70a79af3097f0287cfc79a7e63fd6d2a736ad519 100644 --- a/landing/lenses/129920.json +++ b/landing/lenses/129920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -496,13 +496,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130500.json b/landing/lenses/130500.json index c96563ea003fab89ed3dd4ce02a48903b579269c..254ea16d19e872a66fa5319997727271279ed9ad 100644 --- a/landing/lenses/130500.json +++ b/landing/lenses/130500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130580.json b/landing/lenses/130580.json index f3eecfba933d480c94dc793f38d273cd9177a196..9647105f411611ee5f317c9adcf3d60cf768a940 100644 --- a/landing/lenses/130580.json +++ b/landing/lenses/130580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130660.json b/landing/lenses/130660.json index 1eba91672d44c961f0af88aba7979839b9d4179e..9058a7245c8a9e165b128dd0bd6839105cc3bbe1 100644 --- a/landing/lenses/130660.json +++ b/landing/lenses/130660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130740.json b/landing/lenses/130740.json index 6bd19884f82421f7c7970d8b38651ba1686ee150..620cc2b72cdbd7b206dd28e6a6cb51fcad3bebda 100644 --- a/landing/lenses/130740.json +++ b/landing/lenses/130740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131030.json b/landing/lenses/131030.json index 71ce232e4c08005fe56a318d2fbd8fa61aee913d..150b2b61baec4cb373c4fbf405a8836966ca6b73 100644 --- a/landing/lenses/131030.json +++ b/landing/lenses/131030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131090.json b/landing/lenses/131090.json index 7dda59d802f4c041151b6725a037b0a2ea546c1f..e86b0f10fe4b77b5866c4ac2d756d51fc38d2ff6 100644 --- a/landing/lenses/131090.json +++ b/landing/lenses/131090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131100.json b/landing/lenses/131100.json index 22be4eb75dca6b7978a94a17c2cba949278c2820..3c598dfaa321b8a06d9b280e1fe1368aac3e2301 100644 --- a/landing/lenses/131100.json +++ b/landing/lenses/131100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131180.json b/landing/lenses/131180.json index b65e4bf709309296ca21d3c0d82fdc817988a265..82dc1e68b89e4554d9a3aac4e35edc8efd729410 100644 --- a/landing/lenses/131180.json +++ b/landing/lenses/131180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131220.json b/landing/lenses/131220.json index 6a31fc9b3655f1578c26a9806fb46b2ed3edb550..36207d3bf78659820aa00445ee6b91b2d27a6a2f 100644 --- a/landing/lenses/131220.json +++ b/landing/lenses/131220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131290.json b/landing/lenses/131290.json index 8c7405ce7346373565168ea366dc14707563c108..9bf84849c083e3b67d4950d5f00be0cb1409e93a 100644 --- a/landing/lenses/131290.json +++ b/landing/lenses/131290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131370.json b/landing/lenses/131370.json index 2579394c2104e5135caa9b1301fa0675ded752fd..060e70f31727811c681159aa547da8ff5ad1f67c 100644 --- a/landing/lenses/131370.json +++ b/landing/lenses/131370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131400.json b/landing/lenses/131400.json index 4e8dd94f49170eff3b7370885b75c1a61e8c3083..4f8d85e1e1f274f520cac3b73573b83222d4f6a3 100644 --- a/landing/lenses/131400.json +++ b/landing/lenses/131400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131760.json b/landing/lenses/131760.json index 42a454738c6610e928827945e51c4b9aedfbb706..c6daa37030f80914b1def648f676a01d0b754592 100644 --- a/landing/lenses/131760.json +++ b/landing/lenses/131760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131970.json b/landing/lenses/131970.json index 932064b94c983c157ba50bfd4375cc2b5809036f..2d15aa113cd10815e6e20e35b38f36822571fa63 100644 --- a/landing/lenses/131970.json +++ b/landing/lenses/131970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133750.json b/landing/lenses/133750.json index 415824bd90be09b8b87f61bf42098877b95e5ab3..2d5000e98dab68cb02ba25d7f0c00d8483136259 100644 --- a/landing/lenses/133750.json +++ b/landing/lenses/133750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133820.json b/landing/lenses/133820.json index ffd493722da8ee3390a701bf9de6da931230c67a..65cf772e2507d7b042b82dc484636584da54a165 100644 --- a/landing/lenses/133820.json +++ b/landing/lenses/133820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 18.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 21.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 50.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,12 +1549,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fdd3292ffa65", + "target": "133820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/134060.json b/landing/lenses/134060.json index d96970e49d08a8ba89bfb5366102173e738e9a42..5cd40787a3cf8f1fac8de63c4ded49fa8638455e 100644 --- a/landing/lenses/134060.json +++ b/landing/lenses/134060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134380.json b/landing/lenses/134380.json index 38c3846117c35d796b22e732802d185c33199d99..d8ab39942bd7b550b7907e627a56061a2389e861 100644 --- a/landing/lenses/134380.json +++ b/landing/lenses/134380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134580.json b/landing/lenses/134580.json index 7a35e334f6be031ee672a866181d1356e96fb74b..b565edd7311174ba5d8a7792ef0f748f05b9066c 100644 --- a/landing/lenses/134580.json +++ b/landing/lenses/134580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/134780.json b/landing/lenses/134780.json index df2a8ea19960bdbc9d248803b155119a8c0251df..14888f166674d7870e8ec59be9208c00044a7a3e 100644 --- a/landing/lenses/134780.json +++ b/landing/lenses/134780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134790.json b/landing/lenses/134790.json index 1038d0869c7a51396c11317a5af559a9c67f283a..67524d193fce873f17bd48d2aa81a1c79055b661 100644 --- a/landing/lenses/134790.json +++ b/landing/lenses/134790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/135160.json b/landing/lenses/135160.json index fd24fac00baf05dd1ea0639953127a15ff636d70..fdae2ee5ea6cb0a55c0fe2523cd9e56af01872b3 100644 --- a/landing/lenses/135160.json +++ b/landing/lenses/135160.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136150.json b/landing/lenses/136150.json index 754e946ad17eba25f744b3cfe3f32ee5cba9b33f..fb16ae1100e0127831340cf9b470dd72755487cf 100644 --- a/landing/lenses/136150.json +++ b/landing/lenses/136150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136410.json b/landing/lenses/136410.json index 931a9373649623b779d7d7dd01401c0c1d933d02..da49f698ad875c07c2285e72241157372fbbb397 100644 --- a/landing/lenses/136410.json +++ b/landing/lenses/136410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/136480.json b/landing/lenses/136480.json index 82aea1ac9acf665bd84be8645791f4c58b55c84d..a0d730f992899bc97c1723bcee18e02108887118 100644 --- a/landing/lenses/136480.json +++ b/landing/lenses/136480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:223c607898a2", + "target": "136480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.324 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/136490.json b/landing/lenses/136490.json index 789ab952608670c32c8d9d142fd0c177aad5c044..e8129ed7b2f9f790967ab35ea676662a6cd2e514 100644 --- a/landing/lenses/136490.json +++ b/landing/lenses/136490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136510.json b/landing/lenses/136510.json index f67753d4e58beee5e87677efd7829732037f8144..5aa0540ed6a9543db63428dac04cd410455da964 100644 --- a/landing/lenses/136510.json +++ b/landing/lenses/136510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136540.json b/landing/lenses/136540.json index c793131080a6304484f4f79c1a3cc23b51800759..fb7b4b243c4e08fd74c822fdf0fc0c6ebab2fa63 100644 --- a/landing/lenses/136540.json +++ b/landing/lenses/136540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137080.json b/landing/lenses/137080.json index 7efccce51c646074bc357b99012e96d49501263b..b9d5bcb83c200edcec3fc2391aaf60731ca8689b 100644 --- a/landing/lenses/137080.json +++ b/landing/lenses/137080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137310.json b/landing/lenses/137310.json index b71ae135bc6e50a8e7148e28fc21cc14856e2008..c553ec9f744e9303981018f074d3390e154a9309 100644 --- a/landing/lenses/137310.json +++ b/landing/lenses/137310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137400.json b/landing/lenses/137400.json index f565696db1964ce99724174e4704a289c731bab4..7be10bd0a2c4993dcf85db37c2794c2f92bbc43e 100644 --- a/landing/lenses/137400.json +++ b/landing/lenses/137400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 7.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 9.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137940.json b/landing/lenses/137940.json index c52ee9c06d36f3a2c590b53a4028823461995131..782b8b66cc4521b74f2f0eabc6804ba5e379e853 100644 --- a/landing/lenses/137940.json +++ b/landing/lenses/137940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/137950.json b/landing/lenses/137950.json index 8b6c536921446d27b083b18833d55c2a9a859788..744d391834313dfd62dd7c21243556e86df0beb9 100644 --- a/landing/lenses/137950.json +++ b/landing/lenses/137950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138040.json b/landing/lenses/138040.json index 8670cadb69c46909d776ae1e92c2c418d7e1e626..ec4bf1f43d5e19bde0489faa5fcb7e18424002b3 100644 --- a/landing/lenses/138040.json +++ b/landing/lenses/138040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,10 +779,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,10 +919,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -991,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138070.json b/landing/lenses/138070.json index ae06d58ca6e398b3b9a36561db4fae9ab7563fa9..56d7ae8a27532af3dc7dbe413fb22ebb95951d34 100644 --- a/landing/lenses/138070.json +++ b/landing/lenses/138070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138080.json b/landing/lenses/138080.json index cdaed677fce03fd339a20fe7249017141b40e96e..f77cf84bd74fd594470e4699a71dc8a8a15ca103 100644 --- a/landing/lenses/138080.json +++ b/landing/lenses/138080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138360.json b/landing/lenses/138360.json index f097c44482dbcbb65ba4834e106a88f09f793de3..0efbb3454e335f51744d96c3e8483da559973721 100644 --- a/landing/lenses/138360.json +++ b/landing/lenses/138360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.45, + "grade": "dCR-BBB-", + "score": 30.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 33.15, + "grade": "dCR-BBB-", + "score": 31.59, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138490.json b/landing/lenses/138490.json index aeeabdf30bf02e0a6394a220608d49801ed9a086..55e5b0bb6633112814f021c2c80563924b1876b8 100644 --- a/landing/lenses/138490.json +++ b/landing/lenses/138490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-27", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-27", "period": "2025", "status": "derived", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-27", "period": "2025", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138610.json b/landing/lenses/138610.json index 2df58a5ab8e9ebe1ff39469faf46239be93322dc..a9430390e003c6b11f051ae1c2fe575bac247816 100644 --- a/landing/lenses/138610.json +++ b/landing/lenses/138610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138930.json b/landing/lenses/138930.json index 992244cdd1a2e4fa7cf6a3673b2f90a9584148d4..7c67d296f84d049be345c24fadc3fa7988553f21 100644 --- a/landing/lenses/138930.json +++ b/landing/lenses/138930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,88 +1138,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:38a661826381", - "target": "138930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.803 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/139050.json b/landing/lenses/139050.json index ee835fe5975a0f58b17122892c119b73753c1f67..64eb337da532c069e8331ce158e341996d703a47 100644 --- a/landing/lenses/139050.json +++ b/landing/lenses/139050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-07", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-07", "period": "2025", "status": "derived", @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-07", "period": "2025", "status": "observed", @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139130.json b/landing/lenses/139130.json index 877df1a52adbe6d6ee785f85c7a59c329747572e..358db7552bd7cfd8d2cd750f70893221c657347e 100644 --- a/landing/lenses/139130.json +++ b/landing/lenses/139130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,88 +1139,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b3633e157637", - "target": "139130", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.241 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/139480.json b/landing/lenses/139480.json index 3cf7eb0767506bd11babb66d707ac55158574f15..76e3e890fbd1180cf6134c8eb66bede480953ef7 100644 --- a/landing/lenses/139480.json +++ b/landing/lenses/139480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,12 +1508,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0c517df2f854", + "target": "139480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.338 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/139670.json b/landing/lenses/139670.json index 2e4f09fd5923264285f20c77e3cd72ad8ac81fad..8e07ea6948c35582d224a0f225f9b84e7306631f 100644 --- a/landing/lenses/139670.json +++ b/landing/lenses/139670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139990.json b/landing/lenses/139990.json index 605642522ab834b1aa6cbad825e1fd9d76fedef3..4af255ed6ffd3b4e4753ea425e7bc3ad0e7f91c0 100644 --- a/landing/lenses/139990.json +++ b/landing/lenses/139990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "자본구조 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 20.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 19.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140070.json b/landing/lenses/140070.json index d0c2bbb4e52aeeed364f8e347571b88f28e1a8d4..21a1d4118efaa21a8f5fec9e753edff1bc1d83bf 100644 --- a/landing/lenses/140070.json +++ b/landing/lenses/140070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140410.json b/landing/lenses/140410.json index ded6ef202337d99059b1a682589901d708f764a9..18773b3d44af55fdde3202595f0f75dfe2a09119 100644 --- a/landing/lenses/140410.json +++ b/landing/lenses/140410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140430.json b/landing/lenses/140430.json index 2f6382f7e5764184a1c8df8d37f7fa8714a93215..15382e9d78ce6064e4a9ea4a7b02bf249a364fbf 100644 --- a/landing/lenses/140430.json +++ b/landing/lenses/140430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 14.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 14.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -761,14 +761,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -940,8 +940,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140520.json b/landing/lenses/140520.json index ba151682f676fd1a57b6f53dc074e5ae70a8248f..a5d29d872407802a9be9674a827bb7d0a0d20822 100644 --- a/landing/lenses/140520.json +++ b/landing/lenses/140520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140670.json b/landing/lenses/140670.json index f4b8d871a0432cac1bae54d965193e644aa745cc..cb3dd8bc1fc2c9ef2e989399deef31eb37fea709 100644 --- a/landing/lenses/140670.json +++ b/landing/lenses/140670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140860.json b/landing/lenses/140860.json index 5b9214845ab2446cdd26df2eccbb70fdc39be57b..edb891b94cf09da8dfcc1cd344b0cff6cad10551 100644 --- a/landing/lenses/140860.json +++ b/landing/lenses/140860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.79, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.22, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.79, + "score": 15.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.45, + "score": 15.91, "assumptions": { "scenarioStress": "moderate" } @@ -911,11 +911,11 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/140910.json b/landing/lenses/140910.json index b6ed5e1f9e965aaa7825006a26d3089a6123a3a7..c2024014ecc16020f40ad0ac1f73e31f703b1ae7 100644 --- a/landing/lenses/140910.json +++ b/landing/lenses/140910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-09", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-09", "period": null, "status": "derived", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-09", "period": null, "status": "observed", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141000.json b/landing/lenses/141000.json index b90dc89d41de0c0d202636da0f98c73fe88c4185..af378e0d0cddce8cd9c82bf8c16578fa05035569 100644 --- a/landing/lenses/141000.json +++ b/landing/lenses/141000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.34, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.34, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.34, + "grade": "dCR-AA-", + "score": 8.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.83, + "grade": "dCR-AA-", + "score": 8.83, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141080.json b/landing/lenses/141080.json index 287e3ee9f1b65d2de1607d108fb3f45ea99accf8..1800b6202d2fbbd64bc44ef89d95a4347b97af21 100644 --- a/landing/lenses/141080.json +++ b/landing/lenses/141080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142210.json b/landing/lenses/142210.json index 0aba5caa4a57be9e938e97eaf9100fb75ce07f14..bb3b2baeb523e7195b695b8151c52ff81a8f4216 100644 --- a/landing/lenses/142210.json +++ b/landing/lenses/142210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142280.json b/landing/lenses/142280.json index 1316a3545cea23dfdb997a768d7bc6a6687ba14f..ab991c1c5296d61836fb64717a1a997749116ba6 100644 --- a/landing/lenses/142280.json +++ b/landing/lenses/142280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142760.json b/landing/lenses/142760.json index c52bd6ca3835e52a869c58ceb04b93907f4e0924..f61991d5c49a30c9724a818451e59fc07533c47a 100644 --- a/landing/lenses/142760.json +++ b/landing/lenses/142760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 3847.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 3937.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143160.json b/landing/lenses/143160.json index 7ca8e360642a1878d3cd1419c957d62010df5eba..b0d35236c258f9002e6cd0b36aa87c3d87d70b79 100644 --- a/landing/lenses/143160.json +++ b/landing/lenses/143160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143210.json b/landing/lenses/143210.json index 627d39cb5f3b3b50c2fc5e7ac66f8eb395ba6733..d1f316a269f5948f53604af4d15e82ef5352a3fa 100644 --- a/landing/lenses/143210.json +++ b/landing/lenses/143210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2022", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2022", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143240.json b/landing/lenses/143240.json index eeb99c56b1d8d1e7d6be97477b573018a78f2ee9..b1006be9c8b5c821a4577a58eeb1e86788d4c5fd 100644 --- a/landing/lenses/143240.json +++ b/landing/lenses/143240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143540.json b/landing/lenses/143540.json index 333a30bd56ac92a28b291585c4b40b03b52a1edc..89470d3748b6359c362e9b994510dac91fa2247f 100644 --- a/landing/lenses/143540.json +++ b/landing/lenses/143540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.88, + "score": 34.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.21, + "score": 35.38, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/144510.json b/landing/lenses/144510.json index a2f3a50b6066ff92f76e77cc6b037d0355fe0dd5..a28fabb8df1ccd02ee170af4476e9eb978443a30 100644 --- a/landing/lenses/144510.json +++ b/landing/lenses/144510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 12.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 13.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/144960.json b/landing/lenses/144960.json index 30f67163db16361145d06dc01b2641f474b31889..363ba6aff1b9104a20f971cee1d859f674435eb4 100644 --- a/landing/lenses/144960.json +++ b/landing/lenses/144960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145020.json b/landing/lenses/145020.json index 741d495208bc2868794729f369976bdc1eead76f..7a75532ce147b162409bbdbe8422f6f3998e2dd8 100644 --- a/landing/lenses/145020.json +++ b/landing/lenses/145020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/145170.json b/landing/lenses/145170.json index 7dbf4e2464b13c4e4ab54a189eefde373ae898ba..62594c3aac2c157e36fd806d166b68c25a7bcc46 100644 --- a/landing/lenses/145170.json +++ b/landing/lenses/145170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -702,15 +702,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,17 +781,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -801,7 +801,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -860,7 +860,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -869,7 +869,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,88 +1124,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:54c379eba704", - "target": "145170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/145210.json b/landing/lenses/145210.json index 01f818989c4f2c0c03c8186d3bd35d501402f5eb..3b02fbd23a3f245188afe3c65f64375128fc7409 100644 --- a/landing/lenses/145210.json +++ b/landing/lenses/145210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-24", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-24", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-24", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145270.json b/landing/lenses/145270.json index c8ee3051e90a44603ddcae90fc185cc954500bb6..0d5e5100e013f869c827cc0861e76d10a7066541 100644 --- a/landing/lenses/145270.json +++ b/landing/lenses/145270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145720.json b/landing/lenses/145720.json index 51d5161169f7bd7cd5d108d6e1901778020eeaf5..2110588afe03e2f1933338f1c24d3024d1972cce 100644 --- a/landing/lenses/145720.json +++ b/landing/lenses/145720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/145990.json b/landing/lenses/145990.json index 221eeee9a0964f2a0f49ad3c43e2feeaa64b51da..433a469061c222a9713e5afa4f1718fa0cdd48f6 100644 --- a/landing/lenses/145990.json +++ b/landing/lenses/145990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146060.json b/landing/lenses/146060.json index 4db6f94edcbc67745bd5287a9e58cfeed8c03ce3..9e9aa755fd7ffe958db5fb85b4d01d69dedbdd4e 100644 --- a/landing/lenses/146060.json +++ b/landing/lenses/146060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -989,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146320.json b/landing/lenses/146320.json index 5dddadb44169b2b496db04dfd0929cdc7f093953..1e89dc002c746dac497e7ae8f98139ae4d3ecdf8 100644 --- a/landing/lenses/146320.json +++ b/landing/lenses/146320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -698,14 +698,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -825,10 +825,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -858,8 +858,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -871,7 +871,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,10 +911,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -924,7 +924,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -949,7 +949,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1051,10 +1051,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147760.json b/landing/lenses/147760.json index 850cd4f5a3c2f7b580e4b06ac6e1245cf9b07695..fd0eb855664b7b58b349aebf6e781187ae64b8b6 100644 --- a/landing/lenses/147760.json +++ b/landing/lenses/147760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147830.json b/landing/lenses/147830.json index c7b168bcb4db7196e591de031190a8f7ade365c1..a193d556fae22cf6742512a53587f68686bf68e4 100644 --- a/landing/lenses/147830.json +++ b/landing/lenses/147830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148140.json b/landing/lenses/148140.json index 06c05983b9f39a268f164e8ae69239287e36a5d7..e2b36b07eaca73ffa341a934af30fcefe3d79682 100644 --- a/landing/lenses/148140.json +++ b/landing/lenses/148140.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/148150.json b/landing/lenses/148150.json index 8d097d32e3ed77a28453276dd739acb0da2a1643..a0c9b3536d241357c6c5a41dc74b163d5a0e97da 100644 --- a/landing/lenses/148150.json +++ b/landing/lenses/148150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -803,14 +803,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -930,19 +930,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -963,8 +963,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -976,7 +976,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,17 +1009,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1088,7 +1088,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1097,7 +1097,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,10 +1147,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148250.json b/landing/lenses/148250.json index 5e045d7f4b8315543e39b376e037a51bc193670c..e2924db9a13989ba61a447a4d0a949c6ba18af2d 100644 --- a/landing/lenses/148250.json +++ b/landing/lenses/148250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 26.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 25.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148780.json b/landing/lenses/148780.json index 5fb8e01b906d2c92780d033ebdf19f83dbd3f047..8b011ffe5d923dde807732d6075af4081073d891 100644 --- a/landing/lenses/148780.json +++ b/landing/lenses/148780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148930.json b/landing/lenses/148930.json index 547a6ed45268b3e05e1449949dd967f48f526b94..042897fcecc46a322015924aa6eaa9e9d35e554c 100644 --- a/landing/lenses/148930.json +++ b/landing/lenses/148930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -884,15 +884,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -917,8 +917,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -930,7 +930,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -963,17 +963,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1294,12 +1294,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7471dbcd285c", + "target": "148930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/149950.json b/landing/lenses/149950.json index d474b3033dc2e20d86d77d91ad4e7e6de1bd3c91..5951417857d685c19a1b701a2cb0a548421489d9 100644 --- a/landing/lenses/149950.json +++ b/landing/lenses/149950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149980.json b/landing/lenses/149980.json index 19ffb7774d8b1827fc20dc78b4b653031a672c9e..dc2086c14425a3337de4522c850be7ee89378f11 100644 --- a/landing/lenses/149980.json +++ b/landing/lenses/149980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150840.json b/landing/lenses/150840.json index 9b9e482064b5aba460994dde78c46f03fa832c5a..c9c63a873b7d8fb062f64be481bf10d93dd97c68 100644 --- a/landing/lenses/150840.json +++ b/landing/lenses/150840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150900.json b/landing/lenses/150900.json index 55a3fd2737f79078a68c27d2ec2062d131400b51..bc9a1afb28b218c1cfcc7a509a0278d371d266e7 100644 --- a/landing/lenses/150900.json +++ b/landing/lenses/150900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bd9cefe1ba07", - "target": "150900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/151860.json b/landing/lenses/151860.json index 4a20c1d02f416fe31d8eed1c554a158d244d2ad4..bacd3f5801efbe43fc1d02643be3a3df9e77a861 100644 --- a/landing/lenses/151860.json +++ b/landing/lenses/151860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/151910.json b/landing/lenses/151910.json index 04c2d2b26103162802b6d3d233a88556a8e657ed..66d74dcbf2d4eab2e72c873c00a1f4acc50d89a0 100644 --- a/landing/lenses/151910.json +++ b/landing/lenses/151910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-25", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-25", "period": null, "status": "derived", @@ -571,7 +571,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-11-25", "period": null, "status": "observed", @@ -659,10 +659,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -678,10 +678,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -705,10 +705,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -723,10 +723,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -737,7 +737,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -745,7 +745,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153460.json b/landing/lenses/153460.json index 444f7b0389e19a6b301f99aa4c03799c8abff6eb..3dbbb14cbb9b9eabc094095155b0552fbae1d244 100644 --- a/landing/lenses/153460.json +++ b/landing/lenses/153460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153490.json b/landing/lenses/153490.json index 042ba432c94cf5a261d4a128a0239ef7883906d2..cded4351f4a90c44fa22010e60a73341207df7a4 100644 --- a/landing/lenses/153490.json +++ b/landing/lenses/153490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1552,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0a853d18ceff", - "target": "153490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.365 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/153710.json b/landing/lenses/153710.json index 061b36b54c2bdf640c2c0e5b83413aeae8a4ffbf..e6722ae1cd6e8d1c5bd637ddf9ab222b1135e4a6 100644 --- a/landing/lenses/153710.json +++ b/landing/lenses/153710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153890.json b/landing/lenses/153890.json index 583aff4deecf32cbf55f09b4218caf0ac8098642..5715c655f167a248df8a001d845618f786dfe98f 100644 --- a/landing/lenses/153890.json +++ b/landing/lenses/153890.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/154030.json b/landing/lenses/154030.json index b5594278d79f3417ec5059369214f3abf68d9165..153efc8235c6d8854a3598a5e253caf096d89fc7 100644 --- a/landing/lenses/154030.json +++ b/landing/lenses/154030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/154040.json b/landing/lenses/154040.json index ad3a02d1fa386a4e961bd46bbc2e20be74ef5492..0b7857f58e5f4a80e70ead75527aa514d5a5245a 100644 --- a/landing/lenses/154040.json +++ b/landing/lenses/154040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155650.json b/landing/lenses/155650.json index 7cba11d37510e406ec853c62cf13b9b8a7c7ee22..f7170b3823c9b4acffd4d0b7f1308e8a61ec7de3 100644 --- a/landing/lenses/155650.json +++ b/landing/lenses/155650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,88 +1548,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:af7f8a926359", - "target": "155650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.74 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/155660.json b/landing/lenses/155660.json index 3850e01aceaafeb19314ee1a868da3bbe590d597..b1920ed7f6124d185a7a8d3b09da5fac3dedd99c 100644 --- a/landing/lenses/155660.json +++ b/landing/lenses/155660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155960.json b/landing/lenses/155960.json index f559c363c37a00d331e18a02962735dbe9e4c64f..0d2aa4c102ecdbb89e500f96d245f8f4c82b6bb1 100644 --- a/landing/lenses/155960.json +++ b/landing/lenses/155960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1071,10 +1071,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1089,10 +1089,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/156100.json b/landing/lenses/156100.json index 0d5b78381984333a8c3740633150e6690c893cd8..a39ddb7087693e6fdc191661cce80a88c9502d2b 100644 --- a/landing/lenses/156100.json +++ b/landing/lenses/156100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/158430.json b/landing/lenses/158430.json index 788308568f26179c79650e25cfcd8bcc37ac7ada..7b532ee1777eae8e4b6d368e70c23fc3c7e2f0ee 100644 --- a/landing/lenses/158430.json +++ b/landing/lenses/158430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159010.json b/landing/lenses/159010.json index dbf81c925b6b5a1c5eed5129c6f71ed44936f304..e9a2e2aabacd6db8a0434416506322321b929959 100644 --- a/landing/lenses/159010.json +++ b/landing/lenses/159010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1021,7 +1021,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1398,7 +1398,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1438,15 +1438,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/159580.json b/landing/lenses/159580.json index 6f93fd6fb14e3dfad3e207ddb01f65168efc537b..86926537bee7cce5ccdc535303f1f35f5edff196 100644 --- a/landing/lenses/159580.json +++ b/landing/lenses/159580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159910.json b/landing/lenses/159910.json index c5a356d5b5774c60a729ad414a1a21411b8d0c7d..e669509e909b2416d48aa4639363ff143b4bdd87 100644 --- a/landing/lenses/159910.json +++ b/landing/lenses/159910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160190.json b/landing/lenses/160190.json index c1d45b60ab28a7421d322e2e218a87aad65682c4..cf2cf72300be12fdcd7f1d9b2596076c6ecc5b0b 100644 --- a/landing/lenses/160190.json +++ b/landing/lenses/160190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -555,7 +555,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 18.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 21.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -697,19 +697,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -776,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -855,7 +855,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -864,7 +864,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160550.json b/landing/lenses/160550.json index 5d37f21baf9b57ffcfb2c9876734daba644c26a3..412b5614cdcb0c9711ccd80da221763a0be4fc7e 100644 --- a/landing/lenses/160550.json +++ b/landing/lenses/160550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160600.json b/landing/lenses/160600.json index 8978ecf704800c5044668c96cb1650511bc89dbf..c5549cbdcc268ec7fb632b4cc80c7546a7339666 100644 --- a/landing/lenses/160600.json +++ b/landing/lenses/160600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -721,10 +721,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -739,10 +739,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -753,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160980.json b/landing/lenses/160980.json index d9d8e998e988a817eedba1b42358d23eb54e3789..a5754b0e1912886c65c8093e5b82fd522a8e1ced 100644 --- a/landing/lenses/160980.json +++ b/landing/lenses/160980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161000.json b/landing/lenses/161000.json index ba1ced77d38556d56ce717f4155417186c876200..b573e4488ed79bdc560b197165f6642968a1f7ba 100644 --- a/landing/lenses/161000.json +++ b/landing/lenses/161000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 40.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 43.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 40.93, + "grade": "dCR-BB", + "score": 43.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 41.74, + "grade": "dCR-BB", + "score": 43.99, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,88 +1602,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7e7845601d54", - "target": "161000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.816 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161390.json b/landing/lenses/161390.json index dffdf44a41222b5d5c939c0deb9b2ef62ace22b1..76bbd2ecba4773fde4472bcae44be3748d5df79b 100644 --- a/landing/lenses/161390.json +++ b/landing/lenses/161390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161570.json b/landing/lenses/161570.json index c120346726e5348dbd6bf3b344d255d73ac0c297..594dfc8bcdf20973dada964727e26a0e2cc4b2c9 100644 --- a/landing/lenses/161570.json +++ b/landing/lenses/161570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,10 +1100,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1118,10 +1118,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161580.json b/landing/lenses/161580.json index dafbe529f54eb391daadcb9cd492cb0ba6523ef9..495fa29bddbdc9c4c2dba23ceba35f5261fcec63 100644 --- a/landing/lenses/161580.json +++ b/landing/lenses/161580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -957,19 +957,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,17 +1036,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1115,7 +1115,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1124,7 +1124,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161890.json b/landing/lenses/161890.json index 1ff5499a40746e701393dd550794a9113cf72829..9bd525a26e1d960fe9366befee6a85545345e5cb 100644 --- a/landing/lenses/161890.json +++ b/landing/lenses/161890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/162300.json b/landing/lenses/162300.json index 20ea5d865177410f368a716eadb26136de25d8bd..cb63566f9b176b442442e2c1305234de90107b07 100644 --- a/landing/lenses/162300.json +++ b/landing/lenses/162300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163280.json b/landing/lenses/163280.json index cb425c48a3ab17ca4f1ada56136ee5b8131b7218..710e9bc6dd0fa48c17a08166a2fb14f9962139d8 100644 --- a/landing/lenses/163280.json +++ b/landing/lenses/163280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163560.json b/landing/lenses/163560.json index 8595f0970446417fdbffd9ea1f8b99cf7f53b27e..63a7a23cb6d6ec2ba7c8b98b19f596cacbf6921a 100644 --- a/landing/lenses/163560.json +++ b/landing/lenses/163560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/163730.json b/landing/lenses/163730.json index a13db2cee049ff5c942173a4c5224f15a5d5f5ee..f233f00d35d45950c358a661e4a189b7ef25c771 100644 --- a/landing/lenses/163730.json +++ b/landing/lenses/163730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166090.json b/landing/lenses/166090.json index 454fef9ae54f2f9c38adbb7af96a53622f15288f..8a0f3a70a7fe8d9c0f4b2171ac70f215a9a94914 100644 --- a/landing/lenses/166090.json +++ b/landing/lenses/166090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,8 +1595,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/166480.json b/landing/lenses/166480.json index a5a64fb49fbb7501de37a6a554305b7d47bf22a0..24bb21e80403f774c7cf0f5cc371274f34f2d3c4 100644 --- a/landing/lenses/166480.json +++ b/landing/lenses/166480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 13.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 24.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -977,19 +977,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1010,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,17 +1056,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1135,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1144,7 +1144,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168330.json b/landing/lenses/168330.json index ec721b3fcf6f9c5e7b8eeb620cbde09b9d03d368..082d0563b6fb7a95c6e72d7915d603f3285ab6a8 100644 --- a/landing/lenses/168330.json +++ b/landing/lenses/168330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 10.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,15 +981,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1133,13 +1133,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1481,12 +1481,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:587210308a2f", + "target": "168330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.513 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/168360.json b/landing/lenses/168360.json index f25fa2f75b3d737556d901375f5928ca0f49680b..86da558e7f8994f16c30444b1d87c206bf93a4bb 100644 --- a/landing/lenses/168360.json +++ b/landing/lenses/168360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -561,18 +561,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 55.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 59.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,14 +757,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 55.82, + "score": 59.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 56.69, + "score": 60.69, "assumptions": { "scenarioStress": "moderate" } @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 29.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/169330.json b/landing/lenses/169330.json index 888a5fe43ca22d6e2f7ca55723b1b9caa224fa12..de9007799ad38c999fec45ca51d38b435b21ef02 100644 --- a/landing/lenses/169330.json +++ b/landing/lenses/169330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170030.json b/landing/lenses/170030.json index 2469e1c57990d8174b9335d6959e31bc1436e699..70de3942d5f110a613dec8215458a92c40992335 100644 --- a/landing/lenses/170030.json +++ b/landing/lenses/170030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170790.json b/landing/lenses/170790.json index 2e0c7eab29ef8061bfce93c4b90ea194ef00188a..2ef0f3d96ddc60e1cdf6d1bd651ca224d3f54fe9 100644 --- a/landing/lenses/170790.json +++ b/landing/lenses/170790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/170900.json b/landing/lenses/170900.json index 68696d93f586535c0084f9843ec0a785cea32f29..c80c6966eb2fc9ba794abbf2640ee95ea1df65cd 100644 --- a/landing/lenses/170900.json +++ b/landing/lenses/170900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170920.json b/landing/lenses/170920.json index 5993ea87e76a84614a6c87abd5d8526605dc0404..8dc9b7351708f1ab8eb64671c6c2f7f1bcbe27ef 100644 --- a/landing/lenses/170920.json +++ b/landing/lenses/170920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.62, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.62, + "grade": "dCR-A-", + "score": 17.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.82, + "grade": "dCR-A-", + "score": 18.66, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/171010.json b/landing/lenses/171010.json index 75d1d0a108db7f7e2440be62034a2d669963e7df..087b8bc3b4233ceea8f91a7e20865f217a44a2d7 100644 --- a/landing/lenses/171010.json +++ b/landing/lenses/171010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171090.json b/landing/lenses/171090.json index 3f33d5735dc17d154d695ca37624c2275abcb7e1..7498d2ed2ddade2a52dc627a4edcc75736b62398 100644 --- a/landing/lenses/171090.json +++ b/landing/lenses/171090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171120.json b/landing/lenses/171120.json index aee1d6b38df71e84587a1d7de74c9c33cdc0cd6c..8a8ce3adbb9cd7fe1237763230d3d028bf51dadb 100644 --- a/landing/lenses/171120.json +++ b/landing/lenses/171120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/172670.json b/landing/lenses/172670.json index 2d3b2732df819a821ce2777f9c54a1c35b3ebf77..13b38ce0eb3d62831342a9711e42a717544f0cfb 100644 --- a/landing/lenses/172670.json +++ b/landing/lenses/172670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,10 +1069,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173130.json b/landing/lenses/173130.json index 4e8d650acda4f03e7e6a8cd5c1048c8b6a98561a..37dc3e362cc23a0136882580afe4aa1a17dab3be 100644 --- a/landing/lenses/173130.json +++ b/landing/lenses/173130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173940.json b/landing/lenses/173940.json index 105747372a5b0313a02e711d7fc0ae578f7d7c10..e7e9f142d5a4dc43bda5b4ddfcdaced66c27f853 100644 --- a/landing/lenses/173940.json +++ b/landing/lenses/173940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,15 +1429,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/174880.json b/landing/lenses/174880.json index b4de4978ac1a9976442ac88e33ac4cbcb81a7919..d7bdca14c83c34ea67788fd20ad3e0a6a99eab73 100644 --- a/landing/lenses/174880.json +++ b/landing/lenses/174880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1136,7 +1136,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174900.json b/landing/lenses/174900.json index 8c54ba2e48f4afdeb7ce3d51c87291a2e15cef36..6abe535b7887992dcd14ef073803c6a00cf2090d 100644 --- a/landing/lenses/174900.json +++ b/landing/lenses/174900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1026,10 +1026,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1048,7 +1048,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175140.json b/landing/lenses/175140.json index ac625a707741ea3d1463d589c0e2455e722db09d..aece95c0a0ddaa8be5944aed4b75979d5e98198d 100644 --- a/landing/lenses/175140.json +++ b/landing/lenses/175140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175250.json b/landing/lenses/175250.json index f4afc727cc6a9945145b1b58aed73e4b476989f2..83b87baa8ca4c44ecb1bfe8c46832dde9b21623e 100644 --- a/landing/lenses/175250.json +++ b/landing/lenses/175250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175330.json b/landing/lenses/175330.json index 8df167f5ccab1c4e4cc257ce65e495383c6990d7..b745b58f9977df3d55bbc7ebaaa824322ee09005 100644 --- a/landing/lenses/175330.json +++ b/landing/lenses/175330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/176750.json b/landing/lenses/176750.json index c81363de1aa101c702d858aa0a53f282bf46c5e8..b7c6fbd3a8cd14e67d6afaff44a62a28ac84f992 100644 --- a/landing/lenses/176750.json +++ b/landing/lenses/176750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177350.json b/landing/lenses/177350.json index ab9719f1a98f7e8bbac0ac1fe9b7dee0c674f526..d42b38b38a0464d638f216295f87fefede92d2c1 100644 --- a/landing/lenses/177350.json +++ b/landing/lenses/177350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177830.json b/landing/lenses/177830.json index 0ed84aef0c1fa6feb47661cf29be020e143dfd43..55ed825dc4c1df0f62390d46adad4ffd7213e1ca 100644 --- a/landing/lenses/177830.json +++ b/landing/lenses/177830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177900.json b/landing/lenses/177900.json index cfad790a5298adec402dd190ffd41ba8466ceaac..37e12175a8e5dfcf01d7171301e8229459ab4731 100644 --- a/landing/lenses/177900.json +++ b/landing/lenses/177900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178320.json b/landing/lenses/178320.json index 01df8f3e7f911dd3ced3a651dfcdc8c3eedd66a5..b2a18cc90a170afd0caf9ea1aea6a8c48051cfc8 100644 --- a/landing/lenses/178320.json +++ b/landing/lenses/178320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 49.45, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.90, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 49.45, + "score": 52.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.92, + "score": 53.34, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 11.41%). 최근 주가 하락이 반영된 결과", "D/EBITDA 580.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1088,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0bf0a6326cd7", - "target": "178320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/178600.json b/landing/lenses/178600.json index c1a5df4fa7355c78617dab5d12841da23fe57411..9b6a894180959d26c139353de608ba70da33634a 100644 --- a/landing/lenses/178600.json +++ b/landing/lenses/178600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/178780.json b/landing/lenses/178780.json index 1d473e840f9606893be69900bac0fd67c2958b37..f162dca72b5103d05deca7752fedb954045e03ff 100644 --- a/landing/lenses/178780.json +++ b/landing/lenses/178780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,15 +1552,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/178920.json b/landing/lenses/178920.json index 60b2e9d23559648264ebea1af3aed8d4aeee473c..ec91138689f291ab684fb33fe328969a3df1da71 100644 --- a/landing/lenses/178920.json +++ b/landing/lenses/178920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.37, + "grade": "dCR-AA", + "score": 5.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.05, + "score": 6.05, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1075,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179290.json b/landing/lenses/179290.json index b652cfba18d2726a6dcd48bf89b057f457d7da19..e9e7e0935755df8f2a898bbf606eefe4f8881d80 100644 --- a/landing/lenses/179290.json +++ b/landing/lenses/179290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179530.json b/landing/lenses/179530.json index 9294052c0486d3dfff277e64428fe4aa1d1a1b5d..b00e4c4d663eac439fe65b7d0db091424c60546f 100644 --- a/landing/lenses/179530.json +++ b/landing/lenses/179530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -980,7 +980,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179720.json b/landing/lenses/179720.json index d70524e56e815e10bb350525141e65435e789208..2df55e7d49844e43f9a96a588e0ba152037a695b 100644 --- a/landing/lenses/179720.json +++ b/landing/lenses/179720.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179880.json b/landing/lenses/179880.json index 7047d551f72a0c7f025961bd0f2bf8f9af23a98c..5a131838a2318464aa31ecfdb494e5297cced286 100644 --- a/landing/lenses/179880.json +++ b/landing/lenses/179880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179900.json b/landing/lenses/179900.json index 429d609f14b97874d9dfbe6d3dcdc1afd8c5ff3d..120a63d9aa48ff0ee935a570fa9a2f33d4582a3e 100644 --- a/landing/lenses/179900.json +++ b/landing/lenses/179900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180060.json b/landing/lenses/180060.json index 76f547262091b7967585019b5b4ff8a7130e440c..b3f142538d986d44d630da701e9e8d0dad6af0cc 100644 --- a/landing/lenses/180060.json +++ b/landing/lenses/180060.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/180400.json b/landing/lenses/180400.json index 48023f9010199ac7d8f83dd4330ff53a508df2f6..c3992d4e392c8ce602c2769501ac3638d40f4196 100644 --- a/landing/lenses/180400.json +++ b/landing/lenses/180400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180640.json b/landing/lenses/180640.json index 4c770796b83c087c0e5d061dd883b07c0da7a17c..6790bc4a7fb5f444830be3397cbf584d283ea86a 100644 --- a/landing/lenses/180640.json +++ b/landing/lenses/180640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/181710.json b/landing/lenses/181710.json index 3d12a2bdba1a751ab0ebaa53a6eb4e6021d45e47..e3a7f17e8a68d39a65d5108c9dd03e7da9829f12 100644 --- a/landing/lenses/181710.json +++ b/landing/lenses/181710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/182360.json b/landing/lenses/182360.json index d3637fbf5c70bbbd2f59dba5425e2c9f451e6fd5..c2f4a1c825078c66bc01eb64542350e302f591fc 100644 --- a/landing/lenses/182360.json +++ b/landing/lenses/182360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.50%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1502,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,8 +1520,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/182400.json b/landing/lenses/182400.json index 98435ec84c3e924a8476051c445a8cdda2260acd..0b3e28558481f3de9df8c7ef747ffc55cae0d91f 100644 --- a/landing/lenses/182400.json +++ b/landing/lenses/182400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-13", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,10 +1197,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1215,10 +1215,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,7 +1531,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1553,7 +1553,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/183190.json b/landing/lenses/183190.json index e0e626d1b94ab84f943ae6ac38985501a5c65062..949e9ed813f0ea23775db3cf56844fa7ef755a74 100644 --- a/landing/lenses/183190.json +++ b/landing/lenses/183190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183300.json b/landing/lenses/183300.json index 5ffb4c17b3c6b2e00bd6cde0210caa14aebabb97..3e825dd1e16869d3b3a18652a8a3d2bfc32d531d 100644 --- a/landing/lenses/183300.json +++ b/landing/lenses/183300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "자본구조 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183350.json b/landing/lenses/183350.json index 533a359a747ce04ee38b225cbffc2424d4128ad2..6676a0b6412a53d9e3b7dce204f3bbdd68a85849 100644 --- a/landing/lenses/183350.json +++ b/landing/lenses/183350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/183490.json b/landing/lenses/183490.json index a1912c970f45d554ec1bedb7d44d971ee10c0d1c..579918e5f903bd7c390fdd15a7dfd8740feefe40 100644 --- a/landing/lenses/183490.json +++ b/landing/lenses/183490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", diff --git a/landing/lenses/184230.json b/landing/lenses/184230.json index 15b2dce23f7dbb20b72cc82e2ac95e2829258675..cd3e5cb392ce5db1520d38fabe48d4bca5bf4d38 100644 --- a/landing/lenses/184230.json +++ b/landing/lenses/184230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5157e31dd896", + "target": "184230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/185190.json b/landing/lenses/185190.json index ca548145eeecbaa70f579d4cca99e18c2e0cbf4e..d8b54ab47d0419303a27c2238869106a87ca45c8 100644 --- a/landing/lenses/185190.json +++ b/landing/lenses/185190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/185490.json b/landing/lenses/185490.json index 73cd42c44b5bf837e7010572c2f3f3b35abae3db..24ba5d8594a41ee7dbe392db35913d4f57952cd4 100644 --- a/landing/lenses/185490.json +++ b/landing/lenses/185490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -933,8 +933,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,10 +952,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -965,7 +965,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -982,7 +982,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185750.json b/landing/lenses/185750.json index 08b5fe3b33ab5050fc7e59a5cd7f58610c48c1de..d54cc6503876236413a1c7ba03639bf997fd8668 100644 --- a/landing/lenses/185750.json +++ b/landing/lenses/185750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/186230.json b/landing/lenses/186230.json index 8427dcb310bb47620e140adee8a62f4cb1e0e8a8..102e3bf9b7ef339ac79ba3fb411c0e8efad557a6 100644 --- a/landing/lenses/186230.json +++ b/landing/lenses/186230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.62, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.48, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.62, + "score": 37.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.16, + "grade": "dCR-BB", + "score": 38.05, "assumptions": { "scenarioStress": "moderate" } @@ -809,11 +809,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -880,7 +875,6 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 10.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -896,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1023,15 +1017,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1056,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1069,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1147,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1190,7 +1184,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1203,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1222,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1425,12 +1419,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:581e85359d27", + "target": "186230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.42 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/187220.json b/landing/lenses/187220.json index 644e63ee041e7441ab28430a3b43617411696bd4..7265d01f24e0a6ed9c061ed7ccb0b739f56a84b1 100644 --- a/landing/lenses/187220.json +++ b/landing/lenses/187220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 12.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 13.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 124.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187270.json b/landing/lenses/187270.json index 3533ae65b718f1a106503d42a4da481c798c11f6..8e5ee0cbd384e0ab8f01622164b167b798713d14 100644 --- a/landing/lenses/187270.json +++ b/landing/lenses/187270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187420.json b/landing/lenses/187420.json index 08d632a08f5b453ab4b0eaf5a66debf3754d885f..3da21c48c6d8242735d33462c7a7c5a79268e7bc 100644 --- a/landing/lenses/187420.json +++ b/landing/lenses/187420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.7, + "grade": "dCR-BBB-", + "score": 29.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.72, + "score": 29.86, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -928,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187660.json b/landing/lenses/187660.json index 7200d8b61f19484a7b49b6586fe366fda9a881a7..bc12d79a2e7362af2cb815fd3ebc718e09b71c46 100644 --- a/landing/lenses/187660.json +++ b/landing/lenses/187660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187790.json b/landing/lenses/187790.json index 950e5ce9a9943c2aed1805860d40316f354c0737..c6ee4630720e5038e7e4508c8d591a402e090d3c 100644 --- a/landing/lenses/187790.json +++ b/landing/lenses/187790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,88 +1602,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8a869320e9cb", - "target": "187790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.891 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/187870.json b/landing/lenses/187870.json index 629d9c21536493f881dfd8fbc81f0d7715f81164..38228661d08cd49e37be75aedac0db50d172360a 100644 --- a/landing/lenses/187870.json +++ b/landing/lenses/187870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188040.json b/landing/lenses/188040.json index 18f4a0b0e05138af76dc0e9e4c96e72e0cd63f70..a42b1c36bf36c7c9debb4fb06cb5079474a31e4c 100644 --- a/landing/lenses/188040.json +++ b/landing/lenses/188040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188260.json b/landing/lenses/188260.json index 2dd1d023a960be576b7548036c6956fe8c7e74af..599fe252106fa434052470b0506c9cc0fedf2fab 100644 --- a/landing/lenses/188260.json +++ b/landing/lenses/188260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -539,10 +539,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -571,8 +571,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -589,10 +589,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -611,7 +611,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -679,10 +679,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -725,10 +725,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -743,10 +743,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189300.json b/landing/lenses/189300.json index 330ef952c151d9790a0e0bb09274ba47bfdc7c70..6c039ec317578dc6dfafffd2436f82849477c250 100644 --- a/landing/lenses/189300.json +++ b/landing/lenses/189300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.88, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.63, + "grade": "dCR-BB-", + "score": 43.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.7, + "score": 44.84, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", @@ -932,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189330.json b/landing/lenses/189330.json index 2e3f0b5a78b5b1197a64b1fdc7b1b3f1ad1eeb68..9dbff8ed351f76ac6a057211aef6729a15b8b1a5 100644 --- a/landing/lenses/189330.json +++ b/landing/lenses/189330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1290,7 +1290,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1308,8 +1308,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/189690.json b/landing/lenses/189690.json index 6567fdc1ca4e22578a1a55860122038960bf9a4c..5ca4260f7765d86894627de823215e2067fc10b9 100644 --- a/landing/lenses/189690.json +++ b/landing/lenses/189690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189860.json b/landing/lenses/189860.json index 333a68b349457bda12b24a4e5cc1e86c36a1a25b..634f0d6580fd460fced02ecdd80625fc1f4d5c04 100644 --- a/landing/lenses/189860.json +++ b/landing/lenses/189860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189980.json b/landing/lenses/189980.json index 39293cea58adda6b7518e62df8674c535eae07bb..ea65f647b0833164329bcd9d5ecbd6bbfa8c2f57 100644 --- a/landing/lenses/189980.json +++ b/landing/lenses/189980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190510.json b/landing/lenses/190510.json index 5a09823c7319080600c60140e76344052229e4d6..6eb4fa95efbf4cd9081842d7926c1cd925543312 100644 --- a/landing/lenses/190510.json +++ b/landing/lenses/190510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190650.json b/landing/lenses/190650.json index 5927e2fafde8af49a355d18c3ce6eb1149264d4b..72f644f259553b41ca9e391088b2bc09de0c8b46 100644 --- a/landing/lenses/190650.json +++ b/landing/lenses/190650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191410.json b/landing/lenses/191410.json index d18c3a10933b60ece0f362006235f778c7815e83..b619277562eb291134f96a2ba633954deec31d19 100644 --- a/landing/lenses/191410.json +++ b/landing/lenses/191410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 15.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 13.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191420.json b/landing/lenses/191420.json index 416ff8bf59c2598d3cfde9e734e661422c6aed70..b90a25ae415e2ab5f39e1bb995e9654700898f07 100644 --- a/landing/lenses/191420.json +++ b/landing/lenses/191420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191600.json b/landing/lenses/191600.json index a661b7e1fd4986969c4475dcfd3de6af5a0ef4b2..4b15a715d9d82e89ec5dd460fb2e97dc2de60e18 100644 --- a/landing/lenses/191600.json +++ b/landing/lenses/191600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/192080.json b/landing/lenses/192080.json index 1bd38486b390e9f769e5253e510bd9a90b83ba5a..8c7f0c531320d4ced0eda9ff53d46ff8acb9bbd3 100644 --- a/landing/lenses/192080.json +++ b/landing/lenses/192080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192250.json b/landing/lenses/192250.json index bfd1cf8a7f038b3dc45f1188f192b2875dc45e8f..b6459017ef4053d442ab93b502df7e9d69dee211 100644 --- a/landing/lenses/192250.json +++ b/landing/lenses/192250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192390.json b/landing/lenses/192390.json index 0761b6584d41114755faeddeb5c2ebed043d1c06..218d7e78fa8901df7d78f54bf9b53310294573e3 100644 --- a/landing/lenses/192390.json +++ b/landing/lenses/192390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:718590ba1362", - "target": "192390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/192400.json b/landing/lenses/192400.json index f8aca555a7da900c0ced8b9fef0e0f774de426c8..282e96ccb1a59bb7db2dbbe37388f975665ee95e 100644 --- a/landing/lenses/192400.json +++ b/landing/lenses/192400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,15 +1418,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/192410.json b/landing/lenses/192410.json index 08c4e0c2bf35c07266f2c9164aedc03dc9721fc0..d8642148f2e1b94881b9df90675b8fd0dd6d4304 100644 --- a/landing/lenses/192410.json +++ b/landing/lenses/192410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192440.json b/landing/lenses/192440.json index 0a992240ed82893b42e3099258d46cf860a7aa47..06eae14629edaa5c92b0b9bfb072873922392f79 100644 --- a/landing/lenses/192440.json +++ b/landing/lenses/192440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192520.json b/landing/lenses/192520.json index f4e646bb8a4e2b76459c62bee15b72929d8b8fd4..4c9c2d7dbaa2261d001d3e601b6d30711abdb07f 100644 --- a/landing/lenses/192520.json +++ b/landing/lenses/192520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192530.json b/landing/lenses/192530.json index d5760cca4940765bb42c36c41130b26e5299b01b..2fa47c1ca28028b028f18d3ff11ea0d256e364c9 100644 --- a/landing/lenses/192530.json +++ b/landing/lenses/192530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192650.json b/landing/lenses/192650.json index 5b0dd8e43c826068718862932538df4b851f8358..f12b7643bcdc1b7e1f88a85983fabb34205ef1a5 100644 --- a/landing/lenses/192650.json +++ b/landing/lenses/192650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192820.json b/landing/lenses/192820.json index fb3b3d5e61e35640936c7c12954f4912d15bbe59..fcbfbb2d06a045e07ea752003bac37f7bf302a61 100644 --- a/landing/lenses/192820.json +++ b/landing/lenses/192820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 22.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 22.13, + "score": 25.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 24.02, + "score": 26.72, "assumptions": { "scenarioStress": "moderate" } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/193250.json b/landing/lenses/193250.json index 4fe203e76fe244649fd7b7864af8c6590841e053..8a5237757e6e6c2b37e7c3b6c96ef3ec3dfa3b2c 100644 --- a/landing/lenses/193250.json +++ b/landing/lenses/193250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,10 +1101,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194370.json b/landing/lenses/194370.json index 7d348c0f4ac2d1d606e647fd28c3fc5d86eae768..473b8fc706dd76984248a3f39e4793192d9708a2 100644 --- a/landing/lenses/194370.json +++ b/landing/lenses/194370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/194480.json b/landing/lenses/194480.json index 75a7e113fc0e2fc6418790bc18e01afc7f933fbd..712912290ac0d307e11a83fcc60ef3e6f8126c88 100644 --- a/landing/lenses/194480.json +++ b/landing/lenses/194480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194510.json b/landing/lenses/194510.json index 70cecb04b0a597480c5d5fcbd62bf812baf68bd1..dd04967db08fe52a02002f920083cdc9cce25b4e 100644 --- a/landing/lenses/194510.json +++ b/landing/lenses/194510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194610.json b/landing/lenses/194610.json index 65417872469656330f343432a15e3e39af6733db..7f282af418c4ae6d360b654b5c3f0cfba4ffc984 100644 --- a/landing/lenses/194610.json +++ b/landing/lenses/194610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -40,10 +40,10 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -134,7 +134,7 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -216,7 +216,7 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2018", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1015,10 +1015,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1033,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194700.json b/landing/lenses/194700.json index 4317c0192d3d8689e78247d6ab328c05d286613b..e512c848ce9d8454bd429e7f3280f6003cd8f22a 100644 --- a/landing/lenses/194700.json +++ b/landing/lenses/194700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,7 +1450,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1472,7 +1472,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1490,8 +1490,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/195500.json b/landing/lenses/195500.json index def8f7f86efcdc04103db4af96d1446ce19b1795..99e849a5b034f4e5879eae6826f91aa425f41979 100644 --- a/landing/lenses/195500.json +++ b/landing/lenses/195500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1072,10 +1072,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195870.json b/landing/lenses/195870.json index 4859b284a3fe2b65195d6d9bb28f639493662a93..53070c4119e3ad67bd8e944ec79140ee2a4dc8a8 100644 --- a/landing/lenses/195870.json +++ b/landing/lenses/195870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195940.json b/landing/lenses/195940.json index 47bda2e0d0f8b136b5069f1b3d9d2ef6a1dc0eab..32ed3c415124b4eef535d17de8096c503b4c3f86 100644 --- a/landing/lenses/195940.json +++ b/landing/lenses/195940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.69, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 26.94, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -766,14 +766,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.69, + "score": 26.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.13, + "grade": "dCR-BBB-", + "score": 28.38, "assumptions": { "scenarioStress": "moderate" } @@ -789,6 +789,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -842,6 +847,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -983,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,8 +1008,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,10 +1039,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1055,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1123,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1142,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195990.json b/landing/lenses/195990.json index 5c39f7742e6a0a3e25fea417aa0972525957b800..ddf38470faf4ca6c80aaa74e863c836e4d084240 100644 --- a/landing/lenses/195990.json +++ b/landing/lenses/195990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196170.json b/landing/lenses/196170.json index b1c4d08e47453ace3f6a1712b00d33063b115653..ef7785b7ed1ef8f2670566fb8b2a2da129583863 100644 --- a/landing/lenses/196170.json +++ b/landing/lenses/196170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/196300.json b/landing/lenses/196300.json index 8e3df429afd3334548db8044963f0ea1cd3697ac..ab42f7eba6ff8220841b8cbe9edb80b6e1f471fd 100644 --- a/landing/lenses/196300.json +++ b/landing/lenses/196300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196450.json b/landing/lenses/196450.json index 1afcb66ffde6573fbe54db2435aca3839426c93b..7dd8cab6eed2b466f82b46a88fdd2ba7648d79b4 100644 --- a/landing/lenses/196450.json +++ b/landing/lenses/196450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:66366d86617c", + "target": "196450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/196490.json b/landing/lenses/196490.json index 288cb673c7f7785ef4f4ecfdf3015b9e923fd2c4..a832e4a3e7d22db6e7ebdca673b090d85587982e 100644 --- a/landing/lenses/196490.json +++ b/landing/lenses/196490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-06", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-06", "period": "2025", "status": "derived", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-06", "period": "2025", "status": "observed", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196700.json b/landing/lenses/196700.json index deed492be0216ef6d05ff6017b1c57b4a02c45a2..06155a867aa409522575b8ff829370581fef394b 100644 --- a/landing/lenses/196700.json +++ b/landing/lenses/196700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,15 +1642,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/197140.json b/landing/lenses/197140.json index 49e0506c5720b517fd0b422cfb2a2e5728e266de..2e08e6f385f6e6ef275d1216e3926b4e01af480e 100644 --- a/landing/lenses/197140.json +++ b/landing/lenses/197140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198080.json b/landing/lenses/198080.json index 420cc3dfd3e61e8961f9c714ca84813e17386587..c492fac69f920c8b0189929f658069663ace33ca 100644 --- a/landing/lenses/198080.json +++ b/landing/lenses/198080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1013,10 +1013,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1423,7 +1423,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1445,7 +1445,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1463,8 +1463,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/198440.json b/landing/lenses/198440.json index 2d637efca78dfe365aee76218a55da8866bad744..11fbf6d4ce0dc330af52323e7150f18702c4e054 100644 --- a/landing/lenses/198440.json +++ b/landing/lenses/198440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 37.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 37.99, + "grade": "dCR-BB-", + "score": 42.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.19, + "grade": "dCR-BB-", + "score": 42.3, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198940.json b/landing/lenses/198940.json index fe82be42718867b59d7a3c9b528b2636abfc551a..439640e407f2dbd2cdf6bb899da85653958617c3 100644 --- a/landing/lenses/198940.json +++ b/landing/lenses/198940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -790,14 +790,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1097,10 +1097,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1116,10 +1116,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199430.json b/landing/lenses/199430.json index 5f525409ff14e59fd624e997669d0640c895e089..93fe7ddc29afd35ae3095cc9f723a9597798eede 100644 --- a/landing/lenses/199430.json +++ b/landing/lenses/199430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -748,7 +748,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199480.json b/landing/lenses/199480.json index b5a15e7d1970f5086f711bfb10c8b0e17d8693ac..7e38f42e19dc7c1e752c260032edae8912be62ee 100644 --- a/landing/lenses/199480.json +++ b/landing/lenses/199480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199550.json b/landing/lenses/199550.json index 87282f95a40fa28182e23cb3aa285c35a8b85e30..08ee34a4ec90f3fbcfccb0c43120e184058e1d1f 100644 --- a/landing/lenses/199550.json +++ b/landing/lenses/199550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199730.json b/landing/lenses/199730.json index 2eec40deef6b01f303f1570e9df756c2b945ad91..eff9c9b1ba6a2936e46175766329e302db6e3e22 100644 --- a/landing/lenses/199730.json +++ b/landing/lenses/199730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -235,13 +235,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -429,14 +429,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -575,8 +575,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -588,8 +588,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -606,10 +606,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -619,7 +619,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -628,7 +628,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-15", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -715,10 +715,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -738,7 +738,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199800.json b/landing/lenses/199800.json index 10e175ce27acb7d4971a2489496f91746081d425..f223e32cfda5f6e9ab2594c0af1c1b5b0d6b00df 100644 --- a/landing/lenses/199800.json +++ b/landing/lenses/199800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -911,7 +911,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199820.json b/landing/lenses/199820.json index d509e4d2ce538f11c5993624f23a6d3b2a999e58..943953aa30f510d529160f905a113c1f83a2f7a2 100644 --- a/landing/lenses/199820.json +++ b/landing/lenses/199820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1416,7 +1416,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1438,7 +1438,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1456,8 +1456,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/200130.json b/landing/lenses/200130.json index ae42b0546499c2e51e510aa728f94ed358dcf1f7..72edce03d45246a377eeb32d15dd296b6732f0de 100644 --- a/landing/lenses/200130.json +++ b/landing/lenses/200130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200230.json b/landing/lenses/200230.json index 02b80137f80e23651a225248121a98083c7001c6..dfaabc37a6572dc3aac4969815b395465dae7c0a 100644 --- a/landing/lenses/200230.json +++ b/landing/lenses/200230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 244.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 244.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200350.json b/landing/lenses/200350.json index b9db7c3614e74abcaa077fa39738716eb5309d90..a3c7e609c8aefe780d498ad73a4c4695500ea78c 100644 --- a/landing/lenses/200350.json +++ b/landing/lenses/200350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -870,8 +870,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,10 +923,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -936,7 +936,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1036,10 +1036,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,7 +1059,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1067,7 +1067,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200470.json b/landing/lenses/200470.json index 9a8f775986ff5d7b9f5ce1ec137324ac66abeeea..d74e592ec5a9c5042cbf4d0e1aeff40818047c82 100644 --- a/landing/lenses/200470.json +++ b/landing/lenses/200470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200670.json b/landing/lenses/200670.json index e91326179200645be4086a0bacb509cbaf2ca2a7..cbfdb320901ebb2c5b870a6ef18b3bf05c85e1ec 100644 --- a/landing/lenses/200670.json +++ b/landing/lenses/200670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200710.json b/landing/lenses/200710.json index 8431cc47a37c03dc63ca2bf0c0eea96be451ac99..cf1f1f700c37ab67a183e360f5ba8f5753fd1b91 100644 --- a/landing/lenses/200710.json +++ b/landing/lenses/200710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.50, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.30, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.5, + "score": 47.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.05, + "score": 47.81, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200780.json b/landing/lenses/200780.json index bd4b4cf70a0e830a52aa0fffc091b91e3673991d..89042ea055cfdeba2ca93a8204a8ac4177a19f09 100644 --- a/landing/lenses/200780.json +++ b/landing/lenses/200780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200880.json b/landing/lenses/200880.json index 95e627acdbd0f1d5b410a16479108c8c157a2ad0..154551d19e26c06ecf768bebdf00ccddff45a4e8 100644 --- a/landing/lenses/200880.json +++ b/landing/lenses/200880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/201490.json b/landing/lenses/201490.json index 730e8376940cfc86769afbab58ed1a8b2858a39c..a83eff4b65caa8bafd582415d72c48b480dd885e 100644 --- a/landing/lenses/201490.json +++ b/landing/lenses/201490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203400.json b/landing/lenses/203400.json index 2f77cfd5628f2ad302947a07de0fa9f543a381c6..fa7b9041ee1e4950264fc54aa8e90a33890a1fbf 100644 --- a/landing/lenses/203400.json +++ b/landing/lenses/203400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 293.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 304.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,7 +989,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,7 +1373,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", diff --git a/landing/lenses/203450.json b/landing/lenses/203450.json index 4eab55d8756561c69e827242a2c18f8310f41f4f..35c8419b32c03b952b180679d51a5a6ebda6df55 100644 --- a/landing/lenses/203450.json +++ b/landing/lenses/203450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203650.json b/landing/lenses/203650.json index 310ccbd563d5f65dc691568ca7df667e9e09eb0f..9d920af3ce6b8723e9cfb810765d60d6429939c8 100644 --- a/landing/lenses/203650.json +++ b/landing/lenses/203650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203690.json b/landing/lenses/203690.json index 1301975cd49c749531ca4b8cfedb0ec791f9e957..f16034408309e8771c5f5e8c10c295a8a4db85f0 100644 --- a/landing/lenses/203690.json +++ b/landing/lenses/203690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-07", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204020.json b/landing/lenses/204020.json index f469192d8ae003a730e2c7e7c9f37bebc3ef4ca9..e39c89a744deaeea955871394c7a2bb9e1f1dac4 100644 --- a/landing/lenses/204020.json +++ b/landing/lenses/204020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204210.json b/landing/lenses/204210.json index 09f8640f52c0821c699701f5b89ffcbf8fd3092c..fc550381a42d18d8469b66a658ac0c6a0ab49ebc 100644 --- a/landing/lenses/204210.json +++ b/landing/lenses/204210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -758,14 +758,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-11", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-11", "period": "2025", "status": "derived", @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-11", "period": "2025", "status": "observed", @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,10 +1106,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1124,10 +1124,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204270.json b/landing/lenses/204270.json index 4d2382a266325928bca17dd45f5da36fea06f02d..1db77c812743a36d77c377b95d49949e6386ac1c 100644 --- a/landing/lenses/204270.json +++ b/landing/lenses/204270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -589,18 +589,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.02, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.78, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.02, + "score": 53.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.74, + "score": 54.68, "assumptions": { "scenarioStress": "moderate" } @@ -874,7 +874,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 29.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204320.json b/landing/lenses/204320.json index 7f60ed77ee0b75925e103765aabe02c8e6c1f1f2..67117a7a35339d80f8b56c11474fe59164aa2db4 100644 --- a/landing/lenses/204320.json +++ b/landing/lenses/204320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,8 +1647,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/204610.json b/landing/lenses/204610.json index c244cd817fac660eef3ba3a525cd2e907f0f5181..7eea2e5a94f0a9a7a7b97feda651a60cb3827ce8 100644 --- a/landing/lenses/204610.json +++ b/landing/lenses/204610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,15 +1427,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/204620.json b/landing/lenses/204620.json index 6605db958d46a111527e4caba11aae542ca72c71..4ee487f5db2e2556bdd28556d27a121474223408 100644 --- a/landing/lenses/204620.json +++ b/landing/lenses/204620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,15 +893,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1361,12 +1361,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7551d8a162d2", + "target": "204620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.87 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204630.json b/landing/lenses/204630.json index c9f004cc50375c397cfb96243aff8071cba5db1e..3ba35fd82181f889e413b20be32fed0c1471a0f9 100644 --- a/landing/lenses/204630.json +++ b/landing/lenses/204630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-17", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-17", "period": "2024", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-17", "period": "2024", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204840.json b/landing/lenses/204840.json index 08270f3d4478205d3ed8744d003ca370d64a6315..d219a217c6439a98ed8f4fc67f57e0767a61286b 100644 --- a/landing/lenses/204840.json +++ b/landing/lenses/204840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1383,88 +1383,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:574c312b2f00", - "target": "204840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/205100.json b/landing/lenses/205100.json index 1e677967044ed5c3b86295ff6b288c3be0867493..e7c1f1c56d7475183b330ca969c645715a2317e5 100644 --- a/landing/lenses/205100.json +++ b/landing/lenses/205100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -1138,7 +1138,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205470.json b/landing/lenses/205470.json index adf239b402ec553591bca95fe1b36303938edbc0..40af019f1878b00a6ff0a6017bd8302acdb2cb7d 100644 --- a/landing/lenses/205470.json +++ b/landing/lenses/205470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205500.json b/landing/lenses/205500.json index dc7b88e792456291647630c95c689dba581a7a46..c6ef72954c67b87cdc1e68eb95ffba7ac99f7c64 100644 --- a/landing/lenses/205500.json +++ b/landing/lenses/205500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/206400.json b/landing/lenses/206400.json index 2ac77a7755fd51f5fb9dabbb590536200b846e19..20434e1e012e45d7117c4f1b99c15155447b6c3b 100644 --- a/landing/lenses/206400.json +++ b/landing/lenses/206400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-13", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206560.json b/landing/lenses/206560.json index 88c38bb9572e6fe0ecb92900972be9a064c3a052..85712a444b499cf7c6e6bc7ac5ed181a94bdf85e 100644 --- a/landing/lenses/206560.json +++ b/landing/lenses/206560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206640.json b/landing/lenses/206640.json index 4b7a1c95b9ac38f282ed22592ee61256312f760a..990717ce9e5dd2b041beb98ecf0245222f80281a 100644 --- a/landing/lenses/206640.json +++ b/landing/lenses/206640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206650.json b/landing/lenses/206650.json index bb055108a12d6caba5d0fcacfa9674319c495a06..dc73482b7ac337ccfb03f860c68fed8477d9fa52 100644 --- a/landing/lenses/206650.json +++ b/landing/lenses/206650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207760.json b/landing/lenses/207760.json index a7abd8a35919df9931b9ddd334752ec68a652ad6..779760e225efb8672b88b15b493086dd3f1be7e6 100644 --- a/landing/lenses/207760.json +++ b/landing/lenses/207760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207940.json b/landing/lenses/207940.json index 0e4b107c7bb125e0ab2545161de5fbf3d27ca20d..9a1eb973c0216456a4bf946b67961f73d8c495ec 100644 --- a/landing/lenses/207940.json +++ b/landing/lenses/207940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6fe11fb298f2", - "target": "207940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208140.json b/landing/lenses/208140.json index 2f7b3ab9ed1f9fb6ec2f5d81f3c1bcab9dd888b8..c953b4091119907b8481976c02dac74c9b5add9f 100644 --- a/landing/lenses/208140.json +++ b/landing/lenses/208140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208340.json b/landing/lenses/208340.json index 73657f89edddd05dcaa555d682def30f65111ea5..0cfff5e8978ea86cdff59a3db15536d565910bad 100644 --- a/landing/lenses/208340.json +++ b/landing/lenses/208340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,10 +1170,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208350.json b/landing/lenses/208350.json index 5aba229b65104d5952e9e420a49c99b7037d4ad1..22ecf2a957cec06f9a49e1107da4e6a966344981 100644 --- a/landing/lenses/208350.json +++ b/landing/lenses/208350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/208370.json b/landing/lenses/208370.json index cbd8366ce09640c7ff417f0f7443b3c2b48833f0..85ede7a8067c4b3214e60a9bcf50b04bf5dd375c 100644 --- a/landing/lenses/208370.json +++ b/landing/lenses/208370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208640.json b/landing/lenses/208640.json index cc7cc594f2c8207ecdbe96a113e12c8c166810d9..95c2b4325ccb8a7d522dd22bb7ce73a2448213e4 100644 --- a/landing/lenses/208640.json +++ b/landing/lenses/208640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208710.json b/landing/lenses/208710.json index 8c825230a24bd2e89e0bf948257525efd4421eea..2643b607e1dce9d5ec612b638ecfac9cd8970d56 100644 --- a/landing/lenses/208710.json +++ b/landing/lenses/208710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 13.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 10.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 346.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208860.json b/landing/lenses/208860.json index 9159929015a3ebbe9e7cb9c81990986fb001f494..12bab255437289922e1730d181d5b1aac6e42bde 100644 --- a/landing/lenses/208860.json +++ b/landing/lenses/208860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/209640.json b/landing/lenses/209640.json index 6c8de29d28774d164ee7bb507baece96b4162bd7..1235c43529385da4f8e86031b3ba83aeab709c72 100644 --- a/landing/lenses/209640.json +++ b/landing/lenses/209640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210120.json b/landing/lenses/210120.json index ca9a9ea631135461d31e24c92096924cc026dd30..6a7d01016e26ebfa4407a5161cc78a892c9fa95a 100644 --- a/landing/lenses/210120.json +++ b/landing/lenses/210120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -66,10 +66,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -177,7 +177,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -198,7 +198,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -244,7 +244,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -704,14 +704,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -831,10 +831,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -863,7 +863,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -990,10 +990,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210540.json b/landing/lenses/210540.json index b460d9fc2fa890adf94bbfa1d32e4a105d34e08b..0a77223b1ccb2a4fb7341fec49e95bb9c8a04dc1 100644 --- a/landing/lenses/210540.json +++ b/landing/lenses/210540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210980.json b/landing/lenses/210980.json index 73ee8791b11f75714f036498df5441c8cd324568..f9b42e56bc0d07c0101e2ec78ddef7b271b82daf 100644 --- a/landing/lenses/210980.json +++ b/landing/lenses/210980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211050.json b/landing/lenses/211050.json index 90f6a5ea6287425fb58a4ade672d4bfeede99037..2197e2aaeb9545ff467ac433d5dc87389a2dcbee 100644 --- a/landing/lenses/211050.json +++ b/landing/lenses/211050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -868,7 +868,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -934,7 +934,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,15 +1351,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/211270.json b/landing/lenses/211270.json index 06d114ecd1432d5bfe32549fa76300faab4b8299..d58e33e8475b9ce4c30f576822153c523147cdd4 100644 --- a/landing/lenses/211270.json +++ b/landing/lenses/211270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212310.json b/landing/lenses/212310.json index e479c1ab2a6ccfe3788f014b0a469497133954e7..c138006c2772b59373a7bf51cbc1a11c3a2c14f6 100644 --- a/landing/lenses/212310.json +++ b/landing/lenses/212310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,15 +407,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -426,10 +426,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -449,7 +449,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -457,7 +457,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/212560.json b/landing/lenses/212560.json index 5431d913be72980678f13f5dd8989bf129543f95..a71f15c53b167a37a636004b232887fe72c145ab 100644 --- a/landing/lenses/212560.json +++ b/landing/lenses/212560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.26, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.26, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.26, + "grade": "dCR-A+", + "score": 10.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.1, + "score": 12.36, "assumptions": { "scenarioStress": "moderate" } @@ -848,11 +848,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -920,7 +915,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1136,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1223,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1236,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1254,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212710.json b/landing/lenses/212710.json index fcf2275ebe33b1648effb9e9d599467c9d0694f3..93dd98c3d7d2e69be497ed27862958250a3fb842 100644 --- a/landing/lenses/212710.json +++ b/landing/lenses/212710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/213420.json b/landing/lenses/213420.json index f8cfe9922c053bd7d3c05f44871ca29e8e2d3b25..7ee2c5a73bb0cc86e734b972f669a966a80e045a 100644 --- a/landing/lenses/213420.json +++ b/landing/lenses/213420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/213500.json b/landing/lenses/213500.json index 1ad380a2f6732e6bc51b3d2f067a1e6f3b944a10..c6ba1c5a0e0ac33558a514470bf233cf21421c32 100644 --- a/landing/lenses/213500.json +++ b/landing/lenses/213500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214150.json b/landing/lenses/214150.json index fc231ca0be592746239ef5685249f786871360d1..d118a8877d1941c9115235ffa38c4658969b1f87 100644 --- a/landing/lenses/214150.json +++ b/landing/lenses/214150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214180.json b/landing/lenses/214180.json index 62a0b36eaaae905bd2cda966221ba69c69155fe6..b35bdcf4bd744115e7cc0556de9c9a87df95a077 100644 --- a/landing/lenses/214180.json +++ b/landing/lenses/214180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/214260.json b/landing/lenses/214260.json index 7e8430adf0f2b48d44907bf2bfd657e22d21e69c..b44dbdb0cfba7859caab637f84fd0f926fb5b457 100644 --- a/landing/lenses/214260.json +++ b/landing/lenses/214260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,15 +1398,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/214270.json b/landing/lenses/214270.json index d0722b06b055d1944bd9b6057ae23277109a2a02..8d4602ece5394794acd48388cb272ee967ad23a9 100644 --- a/landing/lenses/214270.json +++ b/landing/lenses/214270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214310.json b/landing/lenses/214310.json index 70e2ce7630931a818c73124d2e09708c752bb0a3..f904eb93b538205912b37dc63f217041176c6568 100644 --- a/landing/lenses/214310.json +++ b/landing/lenses/214310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214320.json b/landing/lenses/214320.json index 04c518603b578cc07f28cef2cd7c8c7906a58e59..024e3507280f52819056eb3b3179c4e2d653cf87 100644 --- a/landing/lenses/214320.json +++ b/landing/lenses/214320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:18226cb32043", + "target": "214320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.964 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214330.json b/landing/lenses/214330.json index 1297ae871a9a7d9c6b3333ce03732caf37b3f053..1053874bed88c4739697f19b78299cddd2fafb84 100644 --- a/landing/lenses/214330.json +++ b/landing/lenses/214330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 7.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 7.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214370.json b/landing/lenses/214370.json index 7abebaf5030e15f51fc6ddd26cb935e4392f572d..5c72ef77db2068779f5662529f243c609498c5ef 100644 --- a/landing/lenses/214370.json +++ b/landing/lenses/214370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214390.json b/landing/lenses/214390.json index 59e3a1d0aeb0a82e01c6cb70de5eab0cc3fb6604..c45521c907b94a1b69cf9d2bfc9a1b7aed9d3d43 100644 --- a/landing/lenses/214390.json +++ b/landing/lenses/214390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214420.json b/landing/lenses/214420.json index 1c40721dcb16e988e8c8303d2c9003826bbb986c..a62cfa70a75e9e309be04865c33745585bc2e1a1 100644 --- a/landing/lenses/214420.json +++ b/landing/lenses/214420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214430.json b/landing/lenses/214430.json index fb063510cba65306fa1e3bcf7dd79c4b22d19ed2..198de218309e6551af07feab8603d7b44063dd5f 100644 --- a/landing/lenses/214430.json +++ b/landing/lenses/214430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214450.json b/landing/lenses/214450.json index 8f0e5d6674bf148cc7eea48da7392c2d88e4ad88..273e8a28600bbac04c563e0a310156de5de039b5 100644 --- a/landing/lenses/214450.json +++ b/landing/lenses/214450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4b95149d4fb2", - "target": "214450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214610.json b/landing/lenses/214610.json index 6ccde111e3332ea7580433d692977819b1dbe8ce..73037726df36dd9b5baf491d9fcdc48588dc37a9 100644 --- a/landing/lenses/214610.json +++ b/landing/lenses/214610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214680.json b/landing/lenses/214680.json index 577db0268310ecd353e42f090a52998926402a93..ac3605891b249880860a455ab7681c76b1a4fded 100644 --- a/landing/lenses/214680.json +++ b/landing/lenses/214680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214870.json b/landing/lenses/214870.json index e7d54f9eeaccbf3894cec31395d6a93f6d342e4f..63bce5baf335a566037f82b6e04e1b0a2e13e5c6 100644 --- a/landing/lenses/214870.json +++ b/landing/lenses/214870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215000.json b/landing/lenses/215000.json index 22befb9fb91947c5c563f4538c0bf479de38566d..3971378f5cd980f1e7990e6cffb77049af9f478d 100644 --- a/landing/lenses/215000.json +++ b/landing/lenses/215000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215090.json b/landing/lenses/215090.json index 25f710285401f8c4471af7b1d1795873ef77b134..68a05166770a3867201dfd513dcb4aca2160daf4 100644 --- a/landing/lenses/215090.json +++ b/landing/lenses/215090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1017,10 +1017,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215100.json b/landing/lenses/215100.json index 60361ad1a9d665f5eb39aaedf47395f44bf26987..08bde7dab483abedb732c668cc77983b0437bb79 100644 --- a/landing/lenses/215100.json +++ b/landing/lenses/215100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215200.json b/landing/lenses/215200.json index 27aed4d02b2671941427a81f18f07b9beaaf9a6d..fcc3f2f6a01417e570d6a140286ce88d62d4957d 100644 --- a/landing/lenses/215200.json +++ b/landing/lenses/215200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215360.json b/landing/lenses/215360.json index eca67db2e1c33fec9cd3ec822ebb6eb417044435..74c43f9a7d3567353b33cd50918932cb09e7540c 100644 --- a/landing/lenses/215360.json +++ b/landing/lenses/215360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215380.json b/landing/lenses/215380.json index cfa5f656a84cd8ba9e1298380cb8d727066a02b9..fa0425c513dad07de9e6eae07152672877e4cd10 100644 --- a/landing/lenses/215380.json +++ b/landing/lenses/215380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215480.json b/landing/lenses/215480.json index fadb0722ac004ba4fdef7005502b026a76697a92..de8df69c499c4f2db9a4ef7f264ee016c049d712 100644 --- a/landing/lenses/215480.json +++ b/landing/lenses/215480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215600.json b/landing/lenses/215600.json index 6ae8d0deac4ae22fdd7ef552f6fe6116e1536d4d..7a2361ab3910aef651ac82af711e70065135a3ed 100644 --- a/landing/lenses/215600.json +++ b/landing/lenses/215600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215790.json b/landing/lenses/215790.json index 906dcf0dd95ecc132e7105def3ede62f6431be62..892318cf07584fa3bcd2257e48c9f4572a540a64 100644 --- a/landing/lenses/215790.json +++ b/landing/lenses/215790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -1147,7 +1147,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216050.json b/landing/lenses/216050.json index fd5335f7b6ad06210a3208de4aee7056666dd0a9..cd87bd5903ebcf73f4658b29d40c75a518d1de14 100644 --- a/landing/lenses/216050.json +++ b/landing/lenses/216050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216080.json b/landing/lenses/216080.json index 34095c42ebd5abf9a106bb0e91c8641b67615a69..e021ff7a24827919199033503b84c62da6c1e2bc 100644 --- a/landing/lenses/216080.json +++ b/landing/lenses/216080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216400.json b/landing/lenses/216400.json index 433201492490f7a6ed1775caadb5026cd70632ec..ffdcb2b6110f175a8a1bc280fa4f7803c27ba9a0 100644 --- a/landing/lenses/216400.json +++ b/landing/lenses/216400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217190.json b/landing/lenses/217190.json index 74f15b8eabb387b053a9fa8a03602e2504e6ad5c..e6f13c546f6a7fe8ed56cd59a9c7d421f4a2179a 100644 --- a/landing/lenses/217190.json +++ b/landing/lenses/217190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1551,88 +1551,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fec8b2f90dba", - "target": "217190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217270.json b/landing/lenses/217270.json index ff8f3a2d58f3120b09de117e978c8ca32e805ab9..7bc6b3b374fb21c09509d041a225e9a31c4df3bc 100644 --- a/landing/lenses/217270.json +++ b/landing/lenses/217270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217330.json b/landing/lenses/217330.json index 8f50cd2e26d1adf114c67904132670667a00d40e..8f828c1e9c4780906517ba5753f0ea55c5bae8e8 100644 --- a/landing/lenses/217330.json +++ b/landing/lenses/217330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1121,7 +1121,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,88 +1365,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c25c6ec20412", - "target": "217330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217480.json b/landing/lenses/217480.json index 42478b80d2e7ac08c1eb8b66b3ae3ee1394aaf1b..749361b55f0f7ac3fe7edd59cff7a11615a3e0c6 100644 --- a/landing/lenses/217480.json +++ b/landing/lenses/217480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217500.json b/landing/lenses/217500.json index 3311a2cc809901e21254f623fb713313b3d265c8..89fc0305ff577d980d08c6516365b97a5f3b0411 100644 --- a/landing/lenses/217500.json +++ b/landing/lenses/217500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217590.json b/landing/lenses/217590.json index cbcbcb375d2960108df981854b4ea849f044fc2e..5c2fcfd22c5d2898831aba7c77b0785fda0a2178 100644 --- a/landing/lenses/217590.json +++ b/landing/lenses/217590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217620.json b/landing/lenses/217620.json index 1aeaf081db73d9ddf813529c23f3a46c04505f49..72f40f0368401b31bb2cbdd6401cacdad756c332 100644 --- a/landing/lenses/217620.json +++ b/landing/lenses/217620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-07", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-07", "period": null, "status": "derived", @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-07", "period": null, "status": "observed", @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217730.json b/landing/lenses/217730.json index c0a6c3db405972344a1bf1938f904a943396ae2d..4abf1dde37dbd8d5c55355ad0a9031db1e97841c 100644 --- a/landing/lenses/217730.json +++ b/landing/lenses/217730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217820.json b/landing/lenses/217820.json index 66940bd11baade729ce49e52c1ea8e359683aa7c..c345e0189fc0c29b615964e35f5850cc406a787a 100644 --- a/landing/lenses/217820.json +++ b/landing/lenses/217820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 56.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,10 +1151,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217880.json b/landing/lenses/217880.json index 0abc0afab91e6c3a3ed05866466a38956381af40..b40d3caf10680b5a1e28204fcd4f41b0485f3b31 100644 --- a/landing/lenses/217880.json +++ b/landing/lenses/217880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217950.json b/landing/lenses/217950.json index 18a708d74103636d56f16bd82730fc005913b043..7621f0c4e64ce0f6a766ba3dde4d0a6aeb6e11d0 100644 --- a/landing/lenses/217950.json +++ b/landing/lenses/217950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -385,7 +385,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -398,8 +398,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,8 +418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -429,7 +429,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -438,7 +438,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -506,10 +506,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -525,10 +525,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218150.json b/landing/lenses/218150.json index 11491600f5f259a1bb294c577d7964920610d44b..59033d36ccf33a876a0aa039eca3d4486d7d72c1 100644 --- a/landing/lenses/218150.json +++ b/landing/lenses/218150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218410.json b/landing/lenses/218410.json index a83ca6d6e36a866d502c6a4c3391defdd679c477..ef975d4a98822b14132bf6527849ddf4de3c589e 100644 --- a/landing/lenses/218410.json +++ b/landing/lenses/218410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,7 +1452,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1474,7 +1474,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1492,15 +1492,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/219130.json b/landing/lenses/219130.json index ce6fd21391fa1d2e3416a2fe028349db886c1ff8..016200bf23a4a07803109a621c2886e57ee78809 100644 --- a/landing/lenses/219130.json +++ b/landing/lenses/219130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219420.json b/landing/lenses/219420.json index f4080f616265c88f4a3dde68c2f27c1094749618..cecdf84549ad064b935257cf8aef09dadbb426db 100644 --- a/landing/lenses/219420.json +++ b/landing/lenses/219420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219550.json b/landing/lenses/219550.json index 60eaa479fddbbc30427a1ec853814dc5e391772b..1650a0e87acbefb9b239d353f4c7e39c2e950925 100644 --- a/landing/lenses/219550.json +++ b/landing/lenses/219550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219750.json b/landing/lenses/219750.json index 65527c7d1f739afc3242497559219e64c95cc5e1..89d07edd0045da0936c2a11d11c27e523daa1d70 100644 --- a/landing/lenses/219750.json +++ b/landing/lenses/219750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220100.json b/landing/lenses/220100.json index 70bfa6848a62130f6ebe25cc5c5f298108391268..32f31470e11c8f8b2ffbf68777386cdaa61c2b84 100644 --- a/landing/lenses/220100.json +++ b/landing/lenses/220100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220180.json b/landing/lenses/220180.json index c786b885818fcc8045d04fb592cfbc47c03241ba..24d9447ece3e413e6c0eb9b752fa9c53fc2c7c10 100644 --- a/landing/lenses/220180.json +++ b/landing/lenses/220180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220260.json b/landing/lenses/220260.json index fa0c93d1f705f4f805291fd45069cc24d9d60a3d..bab0e01342f8cfa1f4cf292cc80184df37487445 100644 --- a/landing/lenses/220260.json +++ b/landing/lenses/220260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221800.json b/landing/lenses/221800.json index 1e8efa74ab9f5482c8539b71d805568dc95c8313..190faba202675a9c9972fac1521ad1cbd21fa144 100644 --- a/landing/lenses/221800.json +++ b/landing/lenses/221800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221840.json b/landing/lenses/221840.json index 69f915799c9bf31dd6394f910acb095da99c6a45..09cdca48d681a323db630c00689e55d2e94b32c1 100644 --- a/landing/lenses/221840.json +++ b/landing/lenses/221840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.99, + "grade": "dCR-BB+", + "score": 33.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.1, + "score": 34.35, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,10 +904,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d1749ddb10d9", + "target": "221840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/221980.json b/landing/lenses/221980.json index 1fea1fe456feb334523e03b03f1b9bf36a65a493..fcbafb0c4f900357b980755dc3992b4730882f54 100644 --- a/landing/lenses/221980.json +++ b/landing/lenses/221980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222040.json b/landing/lenses/222040.json index bd68703db84a34320cccdd65196c2043f6735a77..a76fa99b3231fc82ce18c1a80012ed97f1265f4c 100644 --- a/landing/lenses/222040.json +++ b/landing/lenses/222040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222080.json b/landing/lenses/222080.json index 57f8cdd2da4baef5c6d0572971ce2a7b27dad745..f3927fe604e185e6efb036523f5f8c5564e1311f 100644 --- a/landing/lenses/222080.json +++ b/landing/lenses/222080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.97, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.97, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.97, + "score": 4.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.55, + "grade": "dCR-AA", + "score": 5.55, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222110.json b/landing/lenses/222110.json index 9620847a5fe2768f73732f89d967f806d6f30f8a..9a9703bcdabb5e4b14349108bca9c0a99cc817d1 100644 --- a/landing/lenses/222110.json +++ b/landing/lenses/222110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222160.json b/landing/lenses/222160.json index 234fc219ec39285e932539f7039f94b53fa92302..af4fe80fcb5ecea73318ce0ae51a043bb27ee1c0 100644 --- a/landing/lenses/222160.json +++ b/landing/lenses/222160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-06", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,7 +988,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-06", "period": "2025", "status": "derived", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-06", "period": "2025", "status": "observed", @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222420.json b/landing/lenses/222420.json index f11d4b7d69cf7971542405e241aa8a06af455792..4ae6d0a7becf37bdf8c4823701f9aa7988a461d5 100644 --- a/landing/lenses/222420.json +++ b/landing/lenses/222420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.27, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.89, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -674,21 +674,21 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 55.05, + "value": 53.85, "unit": "riskScore", "direction": "negative", "weight": 30, - "contribution": 16.51, + "contribution": 16.16, "sourceRef": "axes.채무상환능력" }, { "id": "axis.자본구조", "label": "자본구조", - "value": 31.01, + "value": 37.28, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.65, + "contribution": 5.59, "sourceRef": "axes.자본구조" } ], @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -776,14 +776,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/222420/axes/채무상환능력", "status": "derived", - "detail": "위험점수 55.05, 가중치 30%" + "detail": "위험점수 53.85, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/222420/axes/자본구조", "status": "derived", - "detail": "위험점수 31.01, 가중치 15%" + "detail": "위험점수 37.28, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.27, + "grade": "dCR-BBB-", + "score": 31.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.92, + "score": 32.71, "assumptions": { "scenarioStress": "moderate" } @@ -851,6 +851,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -863,49 +868,49 @@ "gradeHistory": [ { "period": "2026", - "score": 24.38, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 27.14, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 31.77, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 35.68, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2024", - "score": 27.92, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 33.61, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2023", - "score": 58.52, + "score": 59.43, "grade": "B", "pdEstimate": 7.0 }, { "period": "2022", - "score": 61.02, + "score": 61.74, "grade": "B", "pdEstimate": 7.0 }, { "period": "2021", - "score": 54.07, - "grade": "B+", - "pdEstimate": 4.0 + "score": 46.26, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2020", - "score": 59.19, + "score": 55.25, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 57.99, + "score": 58.6, "grade": "B", "pdEstimate": 7.0 } @@ -918,11 +923,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.28%). 최근 주가 하락이 반영된 결과", + "채무상환능력 축이 54점으로 등급 하방 압력", "D/EBITDA 30.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -938,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1097,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1224,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222800.json b/landing/lenses/222800.json index 62452d393b417433eefa4bdfcbc1f866008273bd..d3410b07e08ce62a8e7e34c5ae26516ea4b658ba 100644 --- a/landing/lenses/222800.json +++ b/landing/lenses/222800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222810.json b/landing/lenses/222810.json index 201e001d0f54ee204bf26c82197b345b6431c4ea..0c382d9fd7c1b69f4365ca730897b04790148cd0 100644 --- a/landing/lenses/222810.json +++ b/landing/lenses/222810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-13", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-13", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-13", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222980.json b/landing/lenses/222980.json index 0ae840b7b88821bbb3e6ff94fb0aee0a3f87be23..a21c9d4c2ddbef00f6483a4df63ad89b7ffeba70 100644 --- a/landing/lenses/222980.json +++ b/landing/lenses/222980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 11.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 12.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223250.json b/landing/lenses/223250.json index 1193240f8ca54ac323b9130a72a6b0b1a0149ea9..0e382840f8c27a171ef75b5a54fc5f5d74bf7304 100644 --- a/landing/lenses/223250.json +++ b/landing/lenses/223250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223310.json b/landing/lenses/223310.json index b15cd04d457d7cc1cae0733c1889e7c835ea29e0..925a4ac235a7371e340709915f05170936e2dabf 100644 --- a/landing/lenses/223310.json +++ b/landing/lenses/223310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 27.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 28.14%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224060.json b/landing/lenses/224060.json index d5a1afb6d877d1510b0cc66634e5248b89e4ee28..29483e263f2a46dde186894fe6eaf394b4ba525f 100644 --- a/landing/lenses/224060.json +++ b/landing/lenses/224060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 58.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 62.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224110.json b/landing/lenses/224110.json index d04d8253592bb76eebb84d8984eb8cfaeb031081..292e89ef4162c87e8d19f42ea9f28540832f99ea 100644 --- a/landing/lenses/224110.json +++ b/landing/lenses/224110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225190.json b/landing/lenses/225190.json index ef7f6704fcab2e87860604802e2f665f3adfc2d7..62bad6c8cfcd545ba80212266a95cc606f1e6fc3 100644 --- a/landing/lenses/225190.json +++ b/landing/lenses/225190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 26.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 22.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,15 +1044,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,12 +1446,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:36d4a37ff51d", + "target": "225190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225220.json b/landing/lenses/225220.json index 2b733e4e14090733b628171f61ee6309ff107a9e..430b9425ca0dd078f0bb4dd5a62ede71e5713d43 100644 --- a/landing/lenses/225220.json +++ b/landing/lenses/225220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225430.json b/landing/lenses/225430.json index f3b97ef65bc7d7eff7f518a48a952659b9e6a037..2bdc714c768ead1ff1b75afa7e99d520d9dec66e 100644 --- a/landing/lenses/225430.json +++ b/landing/lenses/225430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -743,14 +743,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,7 +902,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -922,7 +922,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225530.json b/landing/lenses/225530.json index 1e595876ac5b437fffcc3b5b86c60a8120bafacc..f7ed72e820e66c2cf271feee98759fb7d8532549 100644 --- a/landing/lenses/225530.json +++ b/landing/lenses/225530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:17f377f30f2a", - "target": "225530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225570.json b/landing/lenses/225570.json index c834a2806096285e5218ea4fb0d55f7224e16e7b..fcf8314d6d4851545e8f256a6f58d1927f90f114 100644 --- a/landing/lenses/225570.json +++ b/landing/lenses/225570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225590.json b/landing/lenses/225590.json index 7bacda5d8bcfb0a07ec4eb5ca793e06e7b96d3d8..bb7a12c9c3e062d04e269ce9b31fd29fcabd4e5f 100644 --- a/landing/lenses/225590.json +++ b/landing/lenses/225590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226320.json b/landing/lenses/226320.json index 3c1ba9599761fc6b4c965864b5d3ceb36db50d6f..7261efd9edb974fb51dac7504252845c0e538826 100644 --- a/landing/lenses/226320.json +++ b/landing/lenses/226320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226330.json b/landing/lenses/226330.json index f9c9b349ca192dc94c7293dbf0752062ab8f68fa..605b5c8b04c6917b4bfeaef8bb6f580e9595a4bd 100644 --- a/landing/lenses/226330.json +++ b/landing/lenses/226330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226340.json b/landing/lenses/226340.json index 9005c056b00420db6513e23265809708839e781e..29e299859151093f7bf7a4d2e8f174aeb949e5df 100644 --- a/landing/lenses/226340.json +++ b/landing/lenses/226340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 290.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 439.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226360.json b/landing/lenses/226360.json index 4d3dfba0bda950f5567856222c9c5bcbee5b2b81..257caf1d4cb87dfaac3bc60cfa156bd2ef8f7b3f 100644 --- a/landing/lenses/226360.json +++ b/landing/lenses/226360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226400.json b/landing/lenses/226400.json index 69d42810df906903c409bf8135e901a4aaad4855..8ecb76661ae870905734f94e3a33aba0ae44b52b 100644 --- a/landing/lenses/226400.json +++ b/landing/lenses/226400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226440.json b/landing/lenses/226440.json index d01ded8f3d46716a67a79062317474689f0af4cb..7a8a59aef72af9425a87e38bded820b8ef660ec6 100644 --- a/landing/lenses/226440.json +++ b/landing/lenses/226440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1234,10 +1234,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226590.json b/landing/lenses/226590.json index 6ecd5d479345042652f66c2ec5d9a77e1f9dfab6..84bb2dd34d6eff3566fe18abd46c0810753da3a2 100644 --- a/landing/lenses/226590.json +++ b/landing/lenses/226590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -714,7 +714,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226950.json b/landing/lenses/226950.json index 4355751d3479371a9aa87bbd2daf6002e9035a79..3113dd8333dcb29992a85ee5240d77f2261a5f87 100644 --- a/landing/lenses/226950.json +++ b/landing/lenses/226950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227100.json b/landing/lenses/227100.json index 733b6915f7f948202fe6a04c3fc908287d3f2ff0..f895919320477d98bc57a44271bbfd0ac2fc4c60 100644 --- a/landing/lenses/227100.json +++ b/landing/lenses/227100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": "2024", "status": "derived", @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-30", "period": "2024", "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227610.json b/landing/lenses/227610.json index 9716c5fd155043b74e10e5313260e4cb7af547fd..38cf31d5a70483135877ac409e40186859ee9d2f 100644 --- a/landing/lenses/227610.json +++ b/landing/lenses/227610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,7 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 16.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 16.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227840.json b/landing/lenses/227840.json index 941842d77df27e2193c4a16d8cc550f399616b60..b97f2a420ef15d78c9837d99e3a70a31191c4180 100644 --- a/landing/lenses/227840.json +++ b/landing/lenses/227840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/227950.json b/landing/lenses/227950.json index 3dacfd4299120f8f2d236dddc2da7f831418726b..79f519defc8c8ef11974084356feb2f6fe650862 100644 --- a/landing/lenses/227950.json +++ b/landing/lenses/227950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,7 +890,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1032,15 +1032,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,13 +1184,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1528,12 +1528,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:51db7807278d", + "target": "227950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.634 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/228340.json b/landing/lenses/228340.json index 7d9d11a20b5681c71b7b23b2132706ef1144032a..f4eef5536d204cafb326ab1cd4f5732064ef3537 100644 --- a/landing/lenses/228340.json +++ b/landing/lenses/228340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228670.json b/landing/lenses/228670.json index 97b9acd3e65a5a3da45ec20a7008b04b29a9be64..ad55e898b55506b8695294daceee18a021bb70ef 100644 --- a/landing/lenses/228670.json +++ b/landing/lenses/228670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.65, + "grade": "dCR-BB", + "score": 38.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 38.37, + "score": 40.62, "assumptions": { "scenarioStress": "moderate" } @@ -810,11 +810,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -876,7 +871,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", @@ -894,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1021,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1067,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1087,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1220,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228760.json b/landing/lenses/228760.json index 726ed2f8ed285d21dc720751e43167c604e71398..be504591338bf1dd5ff99ba30a7e10518bcdf535 100644 --- a/landing/lenses/228760.json +++ b/landing/lenses/228760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -752,14 +752,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -925,7 +925,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -945,8 +945,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228850.json b/landing/lenses/228850.json index d607b8b32ea4c29b8a5d7e6773a2641080a23f5b..5131330b18692b77b5d3257929ad5a33e3f19c67 100644 --- a/landing/lenses/228850.json +++ b/landing/lenses/228850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:94d92d79b829", - "target": "228850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/229000.json b/landing/lenses/229000.json index 1809521034cdf41de57d95c1f0f28c3173d896a0..eadf09987987a54cdf14402c95241c8858e81a89 100644 --- a/landing/lenses/229000.json +++ b/landing/lenses/229000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.02, + "score": 40.03, "assumptions": { "scenarioStress": "moderate" } @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": "2023", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": "2023", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229500.json b/landing/lenses/229500.json index 819c035d0afb9b235d6a81cad921714131716b18..1fcdcb2d126b78b64f0efb4667336eacbb71b8b2 100644 --- a/landing/lenses/229500.json +++ b/landing/lenses/229500.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/229640.json b/landing/lenses/229640.json index fb29d4ee547e917bdaac4d36827297518673b5b1..e685661ad55f2282ac0a66733fb0cda24eede026 100644 --- a/landing/lenses/229640.json +++ b/landing/lenses/229640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230240.json b/landing/lenses/230240.json index 563e03f9d1bc3565e4df7d7fa6a74c07079d36f7..aa901d1c4ea7d002b9f6b564ba5f8ccbabee9c69 100644 --- a/landing/lenses/230240.json +++ b/landing/lenses/230240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 19.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 23.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230360.json b/landing/lenses/230360.json index 2d9fac734ebd62fa2206454b69e01918ae825785..8ab6bc7b96cd0a794a1b2c09dcfb7ca1b8791904 100644 --- a/landing/lenses/230360.json +++ b/landing/lenses/230360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-10", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-10", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-10", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230980.json b/landing/lenses/230980.json index cf0cd3d1cafcde6451f082102953917ed20671ce..6f1a4fb7b1a3497a88f6a76e2979cc4a998c0306 100644 --- a/landing/lenses/230980.json +++ b/landing/lenses/230980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-04", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-04", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-04", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232140.json b/landing/lenses/232140.json index bf52346411553edc5c122107cc87ec94b167c75e..de49735f0145a036a69e0225c5707a2d7b1e7e32 100644 --- a/landing/lenses/232140.json +++ b/landing/lenses/232140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232680.json b/landing/lenses/232680.json index 28db841eaf1c6b2582816e0e1702c779fa00770e..29c836729b20ece26a1d8a1e85e2e25f9702960f 100644 --- a/landing/lenses/232680.json +++ b/landing/lenses/232680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1062,10 +1062,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232830.json b/landing/lenses/232830.json index 16f05b59e83a1c31fa1ba3516780eb15a291aac1..89622026979741f16bca04f15a49fa81f0dd8aac 100644 --- a/landing/lenses/232830.json +++ b/landing/lenses/232830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -305,13 +305,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -373,7 +373,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -564,7 +564,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 18.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -580,14 +580,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -739,8 +739,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -757,10 +757,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -847,10 +847,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -866,10 +866,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/233990.json b/landing/lenses/233990.json index f42ba141e760abc38c8628efa521f0421745999c..9d9168d767a1d6488e19937b8b6980bbd63ee419 100644 --- a/landing/lenses/233990.json +++ b/landing/lenses/233990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2018", @@ -42,10 +42,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -383,7 +383,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -396,8 +396,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -416,8 +416,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -427,7 +427,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -436,7 +436,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -504,10 +504,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -523,10 +523,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -546,7 +546,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -554,7 +554,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234030.json b/landing/lenses/234030.json index e753cd8ca5da829f26327356951ba6eb8bb90bf7..181f62fac797b72554a3b2cff2e9541a6d7e0ab6 100644 --- a/landing/lenses/234030.json +++ b/landing/lenses/234030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234080.json b/landing/lenses/234080.json index 58439e885d4c1db85569437900f45f3e619cc200..9237ae76f7b7dbca6e25bc3be14ba57f9f4e44af 100644 --- a/landing/lenses/234080.json +++ b/landing/lenses/234080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234100.json b/landing/lenses/234100.json index 98caa8ee175a51f5029ec09e6c9f1195b2584b58..08c9db9d7bfaafcddd4feba0c26091aebdb5fc70 100644 --- a/landing/lenses/234100.json +++ b/landing/lenses/234100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234300.json b/landing/lenses/234300.json index 635d526135ec154abc9b8c5b82d2f0e3e262d48e..faac1f613cc4039acbe13b9762ec99e623a032d5 100644 --- a/landing/lenses/234300.json +++ b/landing/lenses/234300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -609,18 +609,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.41, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.66, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,14 +805,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.41, + "score": 26.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.61, + "grade": "dCR-BBB-", + "score": 27.86, "assumptions": { "scenarioStress": "moderate" } @@ -828,6 +828,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -899,6 +904,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1040,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1073,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1086,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1164,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1239,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234340.json b/landing/lenses/234340.json index 3d5981b9275ad2e1c07cf95c8c2b1156df2e48c3..0775a5040d164760e3c83f3435907b626c50df5f 100644 --- a/landing/lenses/234340.json +++ b/landing/lenses/234340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -738,14 +738,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -865,19 +865,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -898,8 +898,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -931,8 +931,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -944,17 +944,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -964,7 +964,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -989,7 +989,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1023,7 +1023,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1032,7 +1032,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,12 +1333,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d56865ddafd8", + "target": "234340", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.423 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/234690.json b/landing/lenses/234690.json index 555914de443caa67f728010b6d1556146a659e55..c59ed470f0ae83421887877a10cf19004859a4f9 100644 --- a/landing/lenses/234690.json +++ b/landing/lenses/234690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1013,10 +1013,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234920.json b/landing/lenses/234920.json index dd079651e131fe35c516277a80d40ebcf92547fd..26e47922e28b65d7b801bd46d4dc7a6b27400657 100644 --- a/landing/lenses/234920.json +++ b/landing/lenses/234920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-10-29", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-10-29", "period": null, "status": "derived", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-10-29", "period": null, "status": "observed", @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/235980.json b/landing/lenses/235980.json index ec98f9c2a0ba5d786629b476aa1dfc8c24115312..d10b9eff054bb1dfc2c3815e47a8a89ddbf2e25e 100644 --- a/landing/lenses/235980.json +++ b/landing/lenses/235980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -443,13 +443,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -817,7 +817,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236200.json b/landing/lenses/236200.json index 6a5a3fd7c6d44469c50a321f98cb9b803a216e43..5dae64e1f7c150727c8602e70f39911e0f6ee338 100644 --- a/landing/lenses/236200.json +++ b/landing/lenses/236200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1046,15 +1046,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1660,12 +1660,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:521b1436f256", + "target": "236200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/236810.json b/landing/lenses/236810.json index 57b0c747c9ae0ecccbcd31776b6338ed27b60c6d..d38ada190c78466c5fac7cac7f07aa97f1acc0eb 100644 --- a/landing/lenses/236810.json +++ b/landing/lenses/236810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,7 +1159,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237690.json b/landing/lenses/237690.json index 62ef3694bcfb4a164e38b86c3e9fdae82bab5fcc..2410c6a0752be204244b7113f8129ea1d99ac6f4 100644 --- a/landing/lenses/237690.json +++ b/landing/lenses/237690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/237750.json b/landing/lenses/237750.json index 6bd480b41e32a58dab4301be697585b88b1e0bdf..da41e579bcc7373fe90af56b1206d43b06c5271d 100644 --- a/landing/lenses/237750.json +++ b/landing/lenses/237750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 187.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 235.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237820.json b/landing/lenses/237820.json index 397d86297003303b0fda7be73e704c8b4bbc09ef..589520e7c34605e31d74f7f3ac4f6d14bda5c1e6 100644 --- a/landing/lenses/237820.json +++ b/landing/lenses/237820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237880.json b/landing/lenses/237880.json index 381349bf65844be9edd9bbf196259c2ba1bd637e..912898bc717e8964dea417aa29b2022201c2b901 100644 --- a/landing/lenses/237880.json +++ b/landing/lenses/237880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238090.json b/landing/lenses/238090.json index fd9d65da6dea9be50716dd80443f49c1ea0eb56a..6adab6c54e9be6a92111ecf48a59a6b1bfae682a 100644 --- a/landing/lenses/238090.json +++ b/landing/lenses/238090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/238120.json b/landing/lenses/238120.json index 2a4277891a42153dd0512bf40d0982cacba5635c..19f553ce58f81cf903fc89047653280b944986d4 100644 --- a/landing/lenses/238120.json +++ b/landing/lenses/238120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238170.json b/landing/lenses/238170.json index 6f5cfba56fa422109d30cca563b682d6ecb1e9c0..3ac45c65f72f3a6aa0edb78c0e7a8bf0d82edf71 100644 --- a/landing/lenses/238170.json +++ b/landing/lenses/238170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2019", @@ -44,10 +44,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-26", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-26", "period": "2023", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-26", "period": "2023", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238200.json b/landing/lenses/238200.json index 0f9dd57bfe4205291904960050c79dacb442e1c6..7c129fd6c90663349aeb8653039cae97f691bcbc 100644 --- a/landing/lenses/238200.json +++ b/landing/lenses/238200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,15 +1589,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/238490.json b/landing/lenses/238490.json index 33f78bcd3745799177a0fff22eceeab85c44246e..dac71178e4ef8a4da6d3db49208dc73935c252a6 100644 --- a/landing/lenses/238490.json +++ b/landing/lenses/238490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 20.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238500.json b/landing/lenses/238500.json index 794364ac1ed734b3ebeb03052e249223fc0c29e1..12d964c35b359c6161d56624381697a919b5575f 100644 --- a/landing/lenses/238500.json +++ b/landing/lenses/238500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -446,10 +446,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -465,10 +465,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239340.json b/landing/lenses/239340.json index 68b12e3d2321129f031e67e648629153ec62f03b..4bb7749312e0165b467fef5d21afecfb1b943d44 100644 --- a/landing/lenses/239340.json +++ b/landing/lenses/239340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239610.json b/landing/lenses/239610.json index 94098f3377862519356eb35f03f3a98b81e57b1b..4bea075c3367f798fc468d33bd6f911901cc47a4 100644 --- a/landing/lenses/239610.json +++ b/landing/lenses/239610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,12 +1378,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4e9b011d7f7b", + "target": "239610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.608 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/239890.json b/landing/lenses/239890.json index 642960879a1cae9bc4e4ea0d7d6013e2f0c10885..59a0161f024b6724f13e5146fc41e88424677855 100644 --- a/landing/lenses/239890.json +++ b/landing/lenses/239890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -986,7 +986,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240550.json b/landing/lenses/240550.json index f13556c8884477c940ae327fef357a29c05a0d15..4888f5276ecb20f0e10871b061120fd5204108e0 100644 --- a/landing/lenses/240550.json +++ b/landing/lenses/240550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240600.json b/landing/lenses/240600.json index 65fc3c63f33f000b00cadf20bbdf0cc31f2571e8..3e18e78cdf78154f2c88d646de58da75a84fc0da 100644 --- a/landing/lenses/240600.json +++ b/landing/lenses/240600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 23.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 26.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240810.json b/landing/lenses/240810.json index 4a1bd3dbca7dfa4080d95bea7b86dfb281ae7865..51356fb29bd0cb0ce431c234cbf1afb4c061a164 100644 --- a/landing/lenses/240810.json +++ b/landing/lenses/240810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241520.json b/landing/lenses/241520.json index ed8e1c3090e2bdad9a89d390b215c38f17c24b4b..80186dec2888efb69f8625e1ce8a336d9c223903 100644 --- a/landing/lenses/241520.json +++ b/landing/lenses/241520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -476,13 +476,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -728,10 +728,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -774,7 +774,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -794,8 +794,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -852,7 +852,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -908,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1233,7 +1233,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1251,8 +1251,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/241560.json b/landing/lenses/241560.json index 40d720b7d90d3e15bc4ad8cbeb052a2d54ffb202..ffd7930b3702a45277f5cdd7604206f547770f3b 100644 --- a/landing/lenses/241560.json +++ b/landing/lenses/241560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241590.json b/landing/lenses/241590.json index b05cacab6e010aca6964580c12b2314168534dcc..6cfd258710a1a76664ded84b3369839c6bb368f6 100644 --- a/landing/lenses/241590.json +++ b/landing/lenses/241590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.09, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 27.33, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.09, + "score": 27.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.54, + "score": 27.71, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.99%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241690.json b/landing/lenses/241690.json index 35e96b976ff1380429c76c3c913ebaa4642b6f9e..0f1e7cb90aae673f4101c832c21b51a48c4d25ed 100644 --- a/landing/lenses/241690.json +++ b/landing/lenses/241690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d1efd39b8b6d", + "target": "241690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241710.json b/landing/lenses/241710.json index f221118fe5801d1b00f776b10b524dcb9cf75bdc..439905ad579fb0eda8d879fdbcedd68283657157 100644 --- a/landing/lenses/241710.json +++ b/landing/lenses/241710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/241770.json b/landing/lenses/241770.json index f38cf9f20a28e63adfdf114fca4a60a0e869acf6..bd2ec071ce9b378d8f253d2338329a4d1f262dde 100644 --- a/landing/lenses/241770.json +++ b/landing/lenses/241770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,7 +1547,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1569,7 +1569,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1587,8 +1587,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/241790.json b/landing/lenses/241790.json index 6cf900a23e7d32d6149aff129cae7f1befd5810b..bcd2078f91c34a8ce907da37c2faf78a891ebbcb 100644 --- a/landing/lenses/241790.json +++ b/landing/lenses/241790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241820.json b/landing/lenses/241820.json index ba18b9a950809921d8f40e7a20c577862b02657e..6a0a4d0b9cea4f1393a37384ae17054bcc70c9da 100644 --- a/landing/lenses/241820.json +++ b/landing/lenses/241820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241840.json b/landing/lenses/241840.json index 2d28aaff965c5e04f77f26ebc370c1b947f04688..d0ec5592870b8ff9fa6526def61396d26faa381e 100644 --- a/landing/lenses/241840.json +++ b/landing/lenses/241840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -804,14 +804,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -977,7 +977,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/242040.json b/landing/lenses/242040.json index 7d73a0be22d754f3df2b1cf0f4a80b227196b1a1..83fe186c4631172255a05f204cb3ffe2c295d152 100644 --- a/landing/lenses/242040.json +++ b/landing/lenses/242040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243070.json b/landing/lenses/243070.json index 0e6648e3f831fba238becc26f786a93c900c3399..9ee0625972ed037256698a23282510a3b3c089ce 100644 --- a/landing/lenses/243070.json +++ b/landing/lenses/243070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243840.json b/landing/lenses/243840.json index e9af9e121929892b80032e8e1573e139fbd3b32c..38c033491f2ca65513180f1bb7ab4645fd860784 100644 --- a/landing/lenses/243840.json +++ b/landing/lenses/243840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6636d33d3ddb", - "target": "243840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.825 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/244460.json b/landing/lenses/244460.json index 9c902d8f88ef84adedd4d982302dc0ad43ff79f0..9cf6576f09ed2b250db0c310ec2ab9a37118c69b 100644 --- a/landing/lenses/244460.json +++ b/landing/lenses/244460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2022", "status": "derived", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244920.json b/landing/lenses/244920.json index 1f4c126edd42c77b791064bcc1f28ae570d7b1fd..f1ffcbf6244fd00383db29b4e41be007e0b13d21 100644 --- a/landing/lenses/244920.json +++ b/landing/lenses/244920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -851,19 +851,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,17 +930,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1009,7 +1009,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1018,7 +1018,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,88 +1319,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0d88230f13d9", - "target": "244920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.327 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/245620.json b/landing/lenses/245620.json index da36310a674808e1ec3fb2175ca23cdb4bd43c9a..683829acf3a0c1b8bbe051d93fd44a8c92b0edc1 100644 --- a/landing/lenses/245620.json +++ b/landing/lenses/245620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-12", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-12", "period": "2023", "status": "derived", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-12", "period": "2023", "status": "observed", @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246250.json b/landing/lenses/246250.json index d30c8f1e42221965124a8029af9aeccfed589372..4c3c3972e458e9dcb4648bbdd4b524707b02ba60 100644 --- a/landing/lenses/246250.json +++ b/landing/lenses/246250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -60,10 +60,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -678,14 +678,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -912,10 +912,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246690.json b/landing/lenses/246690.json index a5c43bc9d6080ac653fb4de5fc1efe4117bba976..0e9e3d312a8aa296b63329fbb122b87708ec3515 100644 --- a/landing/lenses/246690.json +++ b/landing/lenses/246690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -615,14 +615,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -742,19 +742,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -775,8 +775,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -788,7 +788,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -808,8 +808,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,17 +821,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -866,7 +866,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -900,7 +900,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -909,7 +909,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -964,7 +964,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -972,7 +972,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,8 +1214,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/246710.json b/landing/lenses/246710.json index d7d7e0580e8c4b1169d8b4b800ef3857903cb917..248e6156d1be94b31fbf1e606e002429745dc157 100644 --- a/landing/lenses/246710.json +++ b/landing/lenses/246710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 18.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 19.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246720.json b/landing/lenses/246720.json index b0b47bef95b12a462c4aad93a8c8abc20f2e3e0b..0c1c900ab0f086067df0fdf336b9a2e52db96131 100644 --- a/landing/lenses/246720.json +++ b/landing/lenses/246720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-24", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-24", "period": "2022", "status": "derived", @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-24", "period": "2022", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246960.json b/landing/lenses/246960.json index 28632297af1e70849f247f21723be282e9c4e18e..a843ac00fb4d76935a691307c1b46eb52824665c 100644 --- a/landing/lenses/246960.json +++ b/landing/lenses/246960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.56, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.66, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,15 +726,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.56, + "grade": "dCR-BB", + "score": 41.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.65, + "score": 42.81, "assumptions": { "scenarioStress": "moderate" } @@ -750,6 +750,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -817,12 +822,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -964,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -997,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1010,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1088,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1122,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1131,7 +1135,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1144,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1163,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1199,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1229,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1245,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1507,88 +1511,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1f8f85a7fe57", - "target": "246960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/247540.json b/landing/lenses/247540.json index 86d6b268d9fde023ddbb2a7391e1b45604663dd5..2d339c1582e99074bf818cb37c1aa0952667d3b0 100644 --- a/landing/lenses/247540.json +++ b/landing/lenses/247540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 10.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 14.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +1257,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247660.json b/landing/lenses/247660.json index e3ff931cc62fa0ac98648b8fa83e646ba5fc0ebc..0fa910b1f7d2d76189d8626f25fedfcb09be022b 100644 --- a/landing/lenses/247660.json +++ b/landing/lenses/247660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -985,10 +985,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248070.json b/landing/lenses/248070.json index 9a201af50ae6dcbd063b126760f717db724f05f9..4b003b7cfdb3d617d5ffae96de384f162705d3f3 100644 --- a/landing/lenses/248070.json +++ b/landing/lenses/248070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248170.json b/landing/lenses/248170.json index 615726bc2109ce4dd3fed7e58757d9cf3a908946..32ab3aef60ec163b091c79eec1215364bbf211e2 100644 --- a/landing/lenses/248170.json +++ b/landing/lenses/248170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/249420.json b/landing/lenses/249420.json index 916b0ea6e806abf654cd3774136a53e75bb6deba..4fc9211a56b242b130c625ff5b1cc06522fc18a2 100644 --- a/landing/lenses/249420.json +++ b/landing/lenses/249420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.75, + "score": 24.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.14, + "score": 26.34, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/250000.json b/landing/lenses/250000.json index 4adc24a4c8dd5efe92f699b479274db015613e76..0789cd4c1b8fc5cf4a435c669e7d3aa77be0d6f7 100644 --- a/landing/lenses/250000.json +++ b/landing/lenses/250000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -607,13 +607,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250030.json b/landing/lenses/250030.json index 2af90b67c04f29dfbde5aed8ed290c1f304c3a96..624d0af534913f2b8e1fe8ef23a86dce35deabee 100644 --- a/landing/lenses/250030.json +++ b/landing/lenses/250030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250060.json b/landing/lenses/250060.json index 01b14bbb129243a5b46da613235fbc25ca41cfb6..5b365c7c974a25bdc9c95cc4abd7bf13c833ac17 100644 --- a/landing/lenses/250060.json +++ b/landing/lenses/250060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250930.json b/landing/lenses/250930.json index 3b6eede9278942ce28a53c01a285b800d781ceb9..b69dfca85551b46ff1ddb4d5676f94ba7c735b98 100644 --- a/landing/lenses/250930.json +++ b/landing/lenses/250930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,7 +818,7 @@ "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -961,19 +961,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,17 +1040,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1113,13 +1113,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1128,7 +1128,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251120.json b/landing/lenses/251120.json index 6fd2afaa01955071082fb6ea6cf5a5f6efd434c9..0de89f05696d98377a20af53b1dff4f2e9a20244 100644 --- a/landing/lenses/251120.json +++ b/landing/lenses/251120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251270.json b/landing/lenses/251270.json index 5c34228664e0fdacfc2061ff1b8cc6b1a1ba82cc..70807188cf2ba2d20b4d2c0f6b7b321b32dabb54 100644 --- a/landing/lenses/251270.json +++ b/landing/lenses/251270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -955,19 +955,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1079,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1113,7 +1113,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1122,7 +1122,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,12 +1372,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1ea683421ba0", + "target": "251270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.401 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251370.json b/landing/lenses/251370.json index 20a5b0b9447e08659586ed74cf62fa343167b85e..4eec1f06ecdcc7ccf6b5baf2ced925f13cd293f1 100644 --- a/landing/lenses/251370.json +++ b/landing/lenses/251370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 8.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/251630.json b/landing/lenses/251630.json index 2df7aa2dfe99690623ad8446cbccc8c7ea87d0dc..acde411f0e4e125e8ea602da19166b03da7ffaa1 100644 --- a/landing/lenses/251630.json +++ b/landing/lenses/251630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,15 +1044,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:debd9ef9b083", - "target": "251630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251970.json b/landing/lenses/251970.json index fd45d7e657113777f76e1c1ef7ac504741d789bc..dfa30095d4e90731e231de78f0e41781dc88a827 100644 --- a/landing/lenses/251970.json +++ b/landing/lenses/251970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252500.json b/landing/lenses/252500.json index 9645f4bfa40c9b3ecffb992f732243ece8c0768c..a6718a269a4488fcea87fd2c714dcf334de6b135 100644 --- a/landing/lenses/252500.json +++ b/landing/lenses/252500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,7 +1061,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1237,10 +1237,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252990.json b/landing/lenses/252990.json index c2539b89a842ade34a857ad1e5e4a9bd5f54c493..eaa08ee4dd7d79e7c9c20372c7dfb348e9d2b359 100644 --- a/landing/lenses/252990.json +++ b/landing/lenses/252990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253450.json b/landing/lenses/253450.json index 8ca403899221f2dc8a8d55823e50df1d5a71ee8f..b4a5a54dc26b29dacecefcb6a460efc86c75ba06 100644 --- a/landing/lenses/253450.json +++ b/landing/lenses/253450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,12 +1445,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e54ae17f8613", + "target": "253450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.811 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/253590.json b/landing/lenses/253590.json index 93997ed7f2a38ab0e478ed4d0e5573f11e0cc0b8..1f3c9c5094b708fc1ad6f8ed6646bb924c1e3840 100644 --- a/landing/lenses/253590.json +++ b/landing/lenses/253590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253840.json b/landing/lenses/253840.json index 5cccd20bbc7f518c69eee2e562cd2d811bbe39f0..e44a32e233ae25c06965b2259d4bb2bd2eafff73 100644 --- a/landing/lenses/253840.json +++ b/landing/lenses/253840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254120.json b/landing/lenses/254120.json index 028d81e4198bccc7fdf242847692073591bfa99d..8715ed8ea3371427c485e19e66958a9e0f367f50 100644 --- a/landing/lenses/254120.json +++ b/landing/lenses/254120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-09-22", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-22", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-22", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-22", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1422,8 +1422,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/254490.json b/landing/lenses/254490.json index d59b6179c1c6732b3452d72a7e361eed01567238..9d8fea9edd46636a250ac1d2e678864093cb89c5 100644 --- a/landing/lenses/254490.json +++ b/landing/lenses/254490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.17, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 25.99, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,14 +755,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.17, + "score": 25.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.95, + "score": 26.66, "assumptions": { "scenarioStress": "moderate" } @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -992,7 +992,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255220.json b/landing/lenses/255220.json index 4561480c22e5b99af89471ac8c96e0b4a23ca5e8..1d69d8b55a6e66e8ea3e513e556ed406215479a6 100644 --- a/landing/lenses/255220.json +++ b/landing/lenses/255220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2018", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255440.json b/landing/lenses/255440.json index a4f911d86fe05fbeb32619e75f9b2590fe8b95c2..afe416003405b939d09148d30f59835fa2056869 100644 --- a/landing/lenses/255440.json +++ b/landing/lenses/255440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256150.json b/landing/lenses/256150.json index 73ef80efcff901f0c66ab324710484e963a2dc3f..fe747707201c65f209a0c34ab600e632ae9c4dff 100644 --- a/landing/lenses/256150.json +++ b/landing/lenses/256150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256630.json b/landing/lenses/256630.json index fde2fa6bef48a55572ea0c6606e2c64237c026bf..ba3524c945d8d6b394bb7a800df56d30541c26c2 100644 --- a/landing/lenses/256630.json +++ b/landing/lenses/256630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256840.json b/landing/lenses/256840.json index e81d3aa0dd61f6c8a72f7a116df2378655cf3258..32ee2943abca0b84583f96884191af1771c04bc3 100644 --- a/landing/lenses/256840.json +++ b/landing/lenses/256840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256940.json b/landing/lenses/256940.json index bce057709f0a87e591d1e9d85a9019c6234416e5..6ba46f230bd46f4c6dc9facc0c2eb8d6f126120a 100644 --- a/landing/lenses/256940.json +++ b/landing/lenses/256940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "채무상환능력 축이 89점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257370.json b/landing/lenses/257370.json index fd5227cb2f702afeaf62bc577c36c081f9de38ba..e88a79fe607e2c0dfdc2408f1e1276479d253728 100644 --- a/landing/lenses/257370.json +++ b/landing/lenses/257370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,10 +1011,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257720.json b/landing/lenses/257720.json index 1ec87c3a002b7924d5bf6afd37ecc9b75532e831..062fac06fd6346a88b082746539ee20407d26493 100644 --- a/landing/lenses/257720.json +++ b/landing/lenses/257720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,18 +570,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 16.66, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 19.32, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,15 +765,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 16.66, + "grade": "dCR-A-", + "score": 19.32, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 16.74, + "grade": "dCR-A-", + "score": 19.41, "assumptions": { "scenarioStress": "moderate" } @@ -838,7 +838,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -989,19 +989,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,17 +1068,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,7 +1147,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1391,88 +1391,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6d5ff8afa5cf", - "target": "257720", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/257990.json b/landing/lenses/257990.json index cc2aff6970039f5eee5984c7caa9cabadf115eb9..db43e70065783f600caeac90f19d6e5028f3f0d7 100644 --- a/landing/lenses/257990.json +++ b/landing/lenses/257990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-13", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,7 +425,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-13", "period": "2025", "status": "derived", @@ -446,7 +446,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-13", "period": "2025", "status": "observed", @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258610.json b/landing/lenses/258610.json index 17c222cebccb97d3b636850d2153fc4370bffab2..6b257d70632dfe37fe28f76c83ac358d5230dcdf 100644 --- a/landing/lenses/258610.json +++ b/landing/lenses/258610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258790.json b/landing/lenses/258790.json index 02a16c887b4b3ff7a1367d33045799a28f138c4c..afc08782a2f0ec941300996510b1f453fd846b61 100644 --- a/landing/lenses/258790.json +++ b/landing/lenses/258790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -587,13 +587,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,7 +693,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,7 +712,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258830.json b/landing/lenses/258830.json index 89b0bc0569e29856595a53460ab6fd4665d414c7..0237d052e3f84ccbaa0256a9ae91ff68d0b81bc0 100644 --- a/landing/lenses/258830.json +++ b/landing/lenses/258830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259630.json b/landing/lenses/259630.json index fe312d5b84c5d9349d8dec9357c006cf2a6055e0..af7d64ed391b364cbc349e56a00d59f193082a40 100644 --- a/landing/lenses/259630.json +++ b/landing/lenses/259630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,12 +1446,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c3b89b93e314", + "target": "259630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.561 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/259960.json b/landing/lenses/259960.json index 2a9ce8fa4e9a5d5b6da454d42b07e6499fd984fb..38293086662b7bb465f1279adbd09915502ea9e7 100644 --- a/landing/lenses/259960.json +++ b/landing/lenses/259960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260660.json b/landing/lenses/260660.json index c7d3a236b68a4b5f9e29d6781599f16e02c56a9b..33e09c9d70f0b177503866e75648051a10bd099d 100644 --- a/landing/lenses/260660.json +++ b/landing/lenses/260660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 22.30, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.30, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 22.3, + "score": 24.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 23.6, + "score": 25.71, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260930.json b/landing/lenses/260930.json index 3a06bedad537b17424c3421e0bdb6d5f6845c6d6..1e821a91cbff67d126b272fe11228d088ce170ca 100644 --- a/landing/lenses/260930.json +++ b/landing/lenses/260930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260970.json b/landing/lenses/260970.json index 6b482acec7a25a5415b85a9ee3bf68752b0c648f..002f934f711fa9dcad632498a990d2102aa8d0a8 100644 --- a/landing/lenses/260970.json +++ b/landing/lenses/260970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,10 +1031,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261200.json b/landing/lenses/261200.json index 0574022769213d06028530a86ab9a6316f401446..90eb91393dc4e47d1022fd9bd8b687ddcc1986c5 100644 --- a/landing/lenses/261200.json +++ b/landing/lenses/261200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261520.json b/landing/lenses/261520.json index f83e7bd7c3e984d0c7237e0674c99d466137c934..c9424feaee5f0dcad3f028e51eb2a1c434bcc0b0 100644 --- a/landing/lenses/261520.json +++ b/landing/lenses/261520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261780.json b/landing/lenses/261780.json index b564b5353b52126fa7c88185824a2e82b368811b..45b28bdbb43be9dd2637d7378dc4fed8ad2f74cc 100644 --- a/landing/lenses/261780.json +++ b/landing/lenses/261780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -854,8 +854,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -867,8 +867,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -885,10 +885,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -898,7 +898,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -907,7 +907,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -994,10 +994,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1025,7 +1025,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262260.json b/landing/lenses/262260.json index 76ee1f8dedffeda42ef88e3851b8a4edeed280fe..fa465310cb9112da8bf602f164a57bcbf4109be3 100644 --- a/landing/lenses/262260.json +++ b/landing/lenses/262260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262840.json b/landing/lenses/262840.json index d151dfb30994af9b1bbbcc2568245c6da89cfd89..10f609895ecbc69b92e7c3d0c5440c2d92651800 100644 --- a/landing/lenses/262840.json +++ b/landing/lenses/262840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263020.json b/landing/lenses/263020.json index df34b652991e44468f15a52f831d68a9c3bb0bc9..d88283a651b80a9e01ea72a3d8dc9a6755c47335 100644 --- a/landing/lenses/263020.json +++ b/landing/lenses/263020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1439,7 +1439,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1461,7 +1461,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1479,15 +1479,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/263050.json b/landing/lenses/263050.json index 9c9db57b66566a2ae5b491c9134f4656d81ff8c3..907b2f882324eff42a2bc4e7e0e0208781ecab1b 100644 --- a/landing/lenses/263050.json +++ b/landing/lenses/263050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-06", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-06", "period": "2023", "status": "derived", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-06", "period": "2023", "status": "observed", @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263600.json b/landing/lenses/263600.json index 7bb38ee9f59fbeb404c707f2382ab2acd395d90a..9de05654acad1bd9e1f84326440c73babdfcd8f1 100644 --- a/landing/lenses/263600.json +++ b/landing/lenses/263600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263690.json b/landing/lenses/263690.json index e58a542c4ee08f4ba0fb896621cff1781ce4f10c..a898b9c4725cd863c5639d4483f0808d319c7e20 100644 --- a/landing/lenses/263690.json +++ b/landing/lenses/263690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263700.json b/landing/lenses/263700.json index 5cb42b20db98918a615039cb23097db90165f125..4af0a77bc770b0257ef4045f876036e9d3a17825 100644 --- a/landing/lenses/263700.json +++ b/landing/lenses/263700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263720.json b/landing/lenses/263720.json index ac05a095de975c8240c2b918fe1e89231cb5cd3b..9a0f3e3e23ee7c6d4a79811979d57ec9fe2227e6 100644 --- a/landing/lenses/263720.json +++ b/landing/lenses/263720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263750.json b/landing/lenses/263750.json index 0d9057c6eb58ca366e0e10e289b7f816eaf8f8b9..60d12fee04babfa5b5875e1196d54e02df188eaa 100644 --- a/landing/lenses/263750.json +++ b/landing/lenses/263750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263770.json b/landing/lenses/263770.json index ed080fb78482853275b999ebf32f92454e16ac7e..a9ba6823a330d09f6664f2362429c1e0436b035e 100644 --- a/landing/lenses/263770.json +++ b/landing/lenses/263770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263800.json b/landing/lenses/263800.json index 140c3eaf80c8987f15a02e73f9b8834d9491344e..b2799805c7c6d43101888e98eba1056a1efc9255 100644 --- a/landing/lenses/263800.json +++ b/landing/lenses/263800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263810.json b/landing/lenses/263810.json index e5464925129abd2262f9dcb443996a35b24dd0ea..0e46fc7ad037fc25af06217c053efc868aab72ae 100644 --- a/landing/lenses/263810.json +++ b/landing/lenses/263810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263860.json b/landing/lenses/263860.json index 836b6d3756ca1bad6242eb5f705ff2cd436e1baa..beb951437e0474806303141240bd8dc63490d6a0 100644 --- a/landing/lenses/263860.json +++ b/landing/lenses/263860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263920.json b/landing/lenses/263920.json index 5605328014fe4bcc351c5f467479aadb97ee3abf..ab54e471ce3260f8a02c737e7760d304d9c67e24 100644 --- a/landing/lenses/263920.json +++ b/landing/lenses/263920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264450.json b/landing/lenses/264450.json index 99da00a6d26937cbe5d7ce09d2901a4e990d697b..bdc766711a1a15c81413e07b020511f6907a4187 100644 --- a/landing/lenses/264450.json +++ b/landing/lenses/264450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264660.json b/landing/lenses/264660.json index 33840721490e53c2c0774636a74e66c69cf66950..c7a66ec4acfa7b11ccc14fee77f658efc413bc6d 100644 --- a/landing/lenses/264660.json +++ b/landing/lenses/264660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,15 +1491,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/264850.json b/landing/lenses/264850.json index afa3b8ae9e11b3bfb7f207adb4b407361bd548bd..ed86611e6c96c8f13f067a4ad4813f25139e6be6 100644 --- a/landing/lenses/264850.json +++ b/landing/lenses/264850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264900.json b/landing/lenses/264900.json index 2acf189bc46945cc8c01119b9aeaf0d7afabe80f..57a6c322d0806e34cc48ad785d6f69265d41d6af 100644 --- a/landing/lenses/264900.json +++ b/landing/lenses/264900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265520.json b/landing/lenses/265520.json index 2e1423b6d65a3c5e98b63cd882cb454d606650fc..b34204f819f6e0de13ab283b7ad3effa23b7fd5f 100644 --- a/landing/lenses/265520.json +++ b/landing/lenses/265520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265560.json b/landing/lenses/265560.json index ed301bfcf676fa82658bb4a1ac521cd81ea54824..3c03c222c23a90a568f85cbcf43bfeb1c70a04e6 100644 --- a/landing/lenses/265560.json +++ b/landing/lenses/265560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265740.json b/landing/lenses/265740.json index bb92e4620e8a35df070d064d70e9433369f6731a..2291d27614e8c6f22fcb3a6187677fca384a061f 100644 --- a/landing/lenses/265740.json +++ b/landing/lenses/265740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,15 +1000,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1026,8 +1026,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,17 +1071,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266170.json b/landing/lenses/266170.json index 4a53877ef31ab4d565f4e0d1e7bdfe1da645a5a1..05d6148bb37763fb7dd85bb4662781893b979fdc 100644 --- a/landing/lenses/266170.json +++ b/landing/lenses/266170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -233,14 +233,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -360,10 +360,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -399,7 +399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -419,7 +419,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -440,7 +440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -549,10 +549,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -580,7 +580,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266350.json b/landing/lenses/266350.json index 79d32212eb53ecde4670c72a9962010faa48b416..61a17ca1f1b036092e101f640b5888e53a4f2a8d 100644 --- a/landing/lenses/266350.json +++ b/landing/lenses/266350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,7 +754,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -845,10 +845,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -864,10 +864,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266690.json b/landing/lenses/266690.json index e7c626b6b0be2e7a0caaa062c36fd3f2b67cbd86..dbb2c6bdca45ff234b61399c312767d2be0c50b4 100644 --- a/landing/lenses/266690.json +++ b/landing/lenses/266690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,10 +1029,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1183,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267080.json b/landing/lenses/267080.json index 7d033bbbf2e36d573f0cf7c9acb148bb8578a85b..5499e065182d329bc1985d1c34b3ee3792020bcf 100644 --- a/landing/lenses/267080.json +++ b/landing/lenses/267080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -726,7 +726,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", "status": "derived", @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -894,7 +894,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267250.json b/landing/lenses/267250.json index 68663c9dd8eca933ffdbf6665d7633874a77ab81..e971be344af916d69f8e4af140d96d4ef0ec69c6 100644 --- a/landing/lenses/267250.json +++ b/landing/lenses/267250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267260.json b/landing/lenses/267260.json index 473cdc5e8cd44e21eaf7c8ed4edaf7e1c5d6d3fc..1761231dc64ca6a9af0ce4ea83c6335344526ff2 100644 --- a/landing/lenses/267260.json +++ b/landing/lenses/267260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267270.json b/landing/lenses/267270.json index aa9b9ba72437613b495aae4b6ccb985a8087fbf1..ebd4ba361d094d52cf616a8bde6ed9a537a233ca 100644 --- a/landing/lenses/267270.json +++ b/landing/lenses/267270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267290.json b/landing/lenses/267290.json index 571068450c7c9454c44b5cf78191f61f593f7bff..184f102fa86c78fde1f79a6b1532318b7a30ff02 100644 --- a/landing/lenses/267290.json +++ b/landing/lenses/267290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1509,7 +1509,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1531,7 +1531,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1549,15 +1549,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/267320.json b/landing/lenses/267320.json index 3d74449d82018ec862fe250456c30118dc73d4cb..ec499f5f95daf4a147879f918ee7418a410811e9 100644 --- a/landing/lenses/267320.json +++ b/landing/lenses/267320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -788,14 +788,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.55, + "score": 26.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.38, + "grade": "dCR-BBB-", + "score": 27.63, "assumptions": { "scenarioStress": "moderate" } @@ -811,6 +811,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -870,6 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -884,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1011,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1057,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1178,7 +1184,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1191,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1413,88 +1419,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c685d8fc5231", - "target": "267320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267790.json b/landing/lenses/267790.json index 9effeb4ad4cb1b541f41c96da5fb2a93318bc1d8..4e2b1e4320ef74dfd5829fde42581b1e4e196761 100644 --- a/landing/lenses/267790.json +++ b/landing/lenses/267790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -609,18 +609,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.22, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.22, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -804,15 +804,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.22, + "grade": "dCR-A+", + "score": 10.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.13, + "score": 12.39, "assumptions": { "scenarioStress": "moderate" } @@ -828,11 +828,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -900,7 +895,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", @@ -918,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1045,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1244,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,7 +1450,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1477,7 +1472,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1495,8 +1490,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267850.json b/landing/lenses/267850.json index d91ac37c131607afa11de998729d31b104aa9b09..d1ae5ebd6506d8141a42cee88358965b42996e8f 100644 --- a/landing/lenses/267850.json +++ b/landing/lenses/267850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,10 +1081,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267980.json b/landing/lenses/267980.json index 437bdd3433dae5045637be879cbf62777c11ed5b..4765bf0c5f2ed55fbabb08140797a5c0674e7226 100644 --- a/landing/lenses/267980.json +++ b/landing/lenses/267980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1547,88 +1547,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2273add10d4f", - "target": "267980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.634 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/268280.json b/landing/lenses/268280.json index 519871c096fd06308b862bcc76eefc942df6aec0..b860f45af8ee9d8afa528dca6dadc68d4fca7ed8 100644 --- a/landing/lenses/268280.json +++ b/landing/lenses/268280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/269620.json b/landing/lenses/269620.json index 4c805768d52aa8d52d23c82afbab76c49341ede6..9480634d6f90aa11093a49c17450868893e43faf 100644 --- a/landing/lenses/269620.json +++ b/landing/lenses/269620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-24", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-24", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-24", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270520.json b/landing/lenses/270520.json index 86f802947307feea86dc48e39550c073a27ec55e..38896030d958718a52f011c06e9d59cc8e3eeaf1 100644 --- a/landing/lenses/270520.json +++ b/landing/lenses/270520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270660.json b/landing/lenses/270660.json index 090e2530a82ba3865e7317d9ab4e8c7f73ddfae7..7026cf786f3b903972e71b144ab7a35dea0e94fd 100644 --- a/landing/lenses/270660.json +++ b/landing/lenses/270660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270870.json b/landing/lenses/270870.json index 91f97f4f0b787ed88e26d9b4712c1b80a2ccc27c..157622aac082ea6e60da59d788d8f3ab1bf57011 100644 --- a/landing/lenses/270870.json +++ b/landing/lenses/270870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271560.json b/landing/lenses/271560.json index d212107ae06772f7c21602de8d06b5da02b03521..383239727cda0d214db0d0ac0938ded0c39396c4 100644 --- a/landing/lenses/271560.json +++ b/landing/lenses/271560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1541,88 +1541,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a5a9527c44f8", - "target": "271560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.812 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/271830.json b/landing/lenses/271830.json index fc314a8d12375642ee918743de9f71e8dd08c4eb..88928a69547e3044cbd2745df10a5351d70bbae8 100644 --- a/landing/lenses/271830.json +++ b/landing/lenses/271830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,7 +767,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -782,14 +782,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -909,19 +909,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -942,8 +942,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -955,7 +955,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,17 +988,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1067,7 +1067,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1076,7 +1076,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271940.json b/landing/lenses/271940.json index abf14142bda8bac25fa2e28144e01b7440327768..e46e24e3e3061bd261693ac448d231beac2b96ff 100644 --- a/landing/lenses/271940.json +++ b/landing/lenses/271940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,10 +977,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271980.json b/landing/lenses/271980.json index 606fce3d8e05eb819e43cfbfbd5629f6a0b623db..ec240a578ce861bcc81e3ca3c5b1f46a786934d2 100644 --- a/landing/lenses/271980.json +++ b/landing/lenses/271980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,7 +1453,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1475,7 +1475,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1493,15 +1493,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/272110.json b/landing/lenses/272110.json index 93ec8d4baf0ae50c881c2bf7b20605270b9b55fa..748c4b4f61ea35e132622b2748d3aa34973e93f5 100644 --- a/landing/lenses/272110.json +++ b/landing/lenses/272110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -883,7 +883,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1025,19 +1025,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,17 +1104,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1149,7 +1149,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1183,7 +1183,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1192,7 +1192,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1521,12 +1521,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b1a81508b475", + "target": "272110", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/272210.json b/landing/lenses/272210.json index 7322d33e01b029b412229be13f20d0a155f61416..79e823080c4d0e632fcbffe43af8aa0436db5884 100644 --- a/landing/lenses/272210.json +++ b/landing/lenses/272210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1056,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272290.json b/landing/lenses/272290.json index a19f114e382c2d5e1b353ab57993746b6bb024c3..ee70f9d3a24ef8844655b439360342c9b5d62128 100644 --- a/landing/lenses/272290.json +++ b/landing/lenses/272290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272450.json b/landing/lenses/272450.json index 1d2d9cebd3c6a1a5088629a7667c0b961e5e76e3..b286619e0ab1dfd8178176d64c2ccfcd1493a3d4 100644 --- a/landing/lenses/272450.json +++ b/landing/lenses/272450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272550.json b/landing/lenses/272550.json index 70d4adfa9e80c7d09e6db467c1f8d2fa9063148f..7ab098e0fff5e6958958ec0c521dbfe494ba4da2 100644 --- a/landing/lenses/272550.json +++ b/landing/lenses/272550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/273060.json b/landing/lenses/273060.json index 0515af2f4e366a704af318a70165ae1b62809fce..d8c5f5398bae44fb17f06a748675445a480f2db6 100644 --- a/landing/lenses/273060.json +++ b/landing/lenses/273060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,7 +1412,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1434,7 +1434,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1452,8 +1452,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/273640.json b/landing/lenses/273640.json index 97c521542e423bd0389e96213bcb53071aedbe3f..45192bed4d4fb61264d08b65e608fb786fcd3768 100644 --- a/landing/lenses/273640.json +++ b/landing/lenses/273640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274090.json b/landing/lenses/274090.json index cb26a91da2826b33729e9c3d0c30e8ac89471dbb..d34a9cbf665a2c843640f023deb01523bb3f09b5 100644 --- a/landing/lenses/274090.json +++ b/landing/lenses/274090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274400.json b/landing/lenses/274400.json index ee411416c6b9de03c50f536ebfd27f7c2ac029f3..0377574777c67756eed4339e003015238f83c6aa 100644 --- a/landing/lenses/274400.json +++ b/landing/lenses/274400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -718,8 +718,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -749,10 +749,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/275630.json b/landing/lenses/275630.json index 7d2ff95c3d58f2007a0f2f14b3616fac6d072748..7ced0f2d246050cc10e936a16aab26320854c571 100644 --- a/landing/lenses/275630.json +++ b/landing/lenses/275630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,15 +1481,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/276040.json b/landing/lenses/276040.json index 48ffd850802dcf1cf65c17fc7e87412b77d39c21..ff890efade6c65fdb1e89e2e0f6e15585626ff5b 100644 --- a/landing/lenses/276040.json +++ b/landing/lenses/276040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -721,7 +721,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276730.json b/landing/lenses/276730.json index 21ebdd3204e60e7ca03aa1aaa29d1b370a316af2..0cc6fd3563641ede3dba63f8ad7ae5d46bd3db5c 100644 --- a/landing/lenses/276730.json +++ b/landing/lenses/276730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 266.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 275.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -959,8 +959,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1012,10 +1012,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277070.json b/landing/lenses/277070.json index 95d763e051d805d5255d19b2207da99fcde4f79e..aa2045829198c40a7f0a97d6b98b142f24f6da68 100644 --- a/landing/lenses/277070.json +++ b/landing/lenses/277070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -157,7 +157,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -210,7 +210,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -231,7 +231,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -263,7 +263,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -806,19 +806,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -839,8 +839,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -852,7 +852,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -885,17 +885,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -905,7 +905,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -930,7 +930,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -964,7 +964,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -973,7 +973,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1023,10 +1023,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1041,10 +1041,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1392,88 +1392,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e1600834d08b", - "target": "277070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.532 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/277410.json b/landing/lenses/277410.json index 3086fa094d46aa09f0701434dca7f9077384e7d5..e32a268086ac9be8797d1ba0634e581ea150748e 100644 --- a/landing/lenses/277410.json +++ b/landing/lenses/277410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277810.json b/landing/lenses/277810.json index b7fbed4cc93a47dd5ef6bcba213425267f17fb93..8d5910323cb3a00ebcd4a1a89f12ac9499696f2d 100644 --- a/landing/lenses/277810.json +++ b/landing/lenses/277810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -889,7 +889,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -909,8 +909,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,8 +930,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1039,10 +1039,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277880.json b/landing/lenses/277880.json index d2f3473418f6dd2ebcfe30b2c6093b43929dac42..867ca340d6217aa800f12741d62572b1f00629d1 100644 --- a/landing/lenses/277880.json +++ b/landing/lenses/277880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.02%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278280.json b/landing/lenses/278280.json index 2b965c82130f187b8c1e251d1e49b704422086ee..bab31079c3aebacc0663981a387f61100ccd3ede 100644 --- a/landing/lenses/278280.json +++ b/landing/lenses/278280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278470.json b/landing/lenses/278470.json index 2efda992d9019ca3a5cc27ad16ed39e6232ed3d6..235977489c1984b1800f8fc27d80c2c66f93355a 100644 --- a/landing/lenses/278470.json +++ b/landing/lenses/278470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,15 +1466,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/278650.json b/landing/lenses/278650.json index c9ba90c0150ff3f0f79f4dd39ed6658077a7d524..bc3d97dca25c719b7f65f41eafc6575084551d8b 100644 --- a/landing/lenses/278650.json +++ b/landing/lenses/278650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 27.27, + "grade": "dCR-BBB", + "score": 25.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.4, + "grade": "dCR-BBB", + "score": 26.15, "assumptions": { "scenarioStress": "moderate" } @@ -871,11 +871,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1017,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1063,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1216,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1427,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1449,7 +1448,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1467,8 +1466,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/278990.json b/landing/lenses/278990.json index 288693e89fc5b7c9c1f7f19384ce12a9925297ef..7ce94ec2ca5d9494e2f324fa9d35aea2e4890f4e 100644 --- a/landing/lenses/278990.json +++ b/landing/lenses/278990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -364,19 +364,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -397,8 +397,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -430,8 +430,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -443,17 +443,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -488,7 +488,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -522,7 +522,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -531,7 +531,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -563,10 +563,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -590,10 +590,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -604,7 +604,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -612,7 +612,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -628,7 +628,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -878,12 +878,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0c71345b3ad0", + "target": "278990", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/279570.json b/landing/lenses/279570.json index 65335e1e068af0623ec56a78ad1e2ceafa7c22da..dc536dda5a5e1f2f1fe1794b13b6eb26bf538bae 100644 --- a/landing/lenses/279570.json +++ b/landing/lenses/279570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279600.json b/landing/lenses/279600.json index 5a688a325f6f6d99cee949e5132ce279a1d874f9..447c2b37ef22640ea241c882483d9fc339a1f7f3 100644 --- a/landing/lenses/279600.json +++ b/landing/lenses/279600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 130.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/280360.json b/landing/lenses/280360.json index c30e1f9c31c32ba6c47f5db9805432889bf73a7e..0b04fdbdfc079ddb5fd082fe31cef908785b3eda 100644 --- a/landing/lenses/280360.json +++ b/landing/lenses/280360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281740.json b/landing/lenses/281740.json index cf16ea5db9974e54166b20b91004602287d7c4fc..07cd22e8e0b10c4df9a19f63ee48309557426ee7 100644 --- a/landing/lenses/281740.json +++ b/landing/lenses/281740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -588,18 +588,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -783,15 +783,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.48, + "grade": "dCR-BB", + "score": 40.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.68, + "score": 41.82, "assumptions": { "scenarioStress": "moderate" } @@ -807,11 +807,6 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -873,10 +868,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 49점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -892,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,15 +1015,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1052,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1065,7 +1061,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1098,17 +1094,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1143,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1177,7 +1173,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1186,7 +1182,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1199,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1218,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,88 +1558,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a71035f843e1", - "target": "281740", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/281820.json b/landing/lenses/281820.json index beeadb71ead86f84c375aa701b98ae00b152c08a..07901ec041c4e0abc226e81933a7c63f37768312 100644 --- a/landing/lenses/281820.json +++ b/landing/lenses/281820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 2.74, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.63, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 2.74, + "score": 2.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 2.75, + "score": 2.64, "assumptions": { "scenarioStress": "moderate" } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282330.json b/landing/lenses/282330.json index c051e29144c6ea0633fdd0add8e8767a6184eb62..3ba3d281071ecc8d1ea3a50eec9358b47ebde621 100644 --- a/landing/lenses/282330.json +++ b/landing/lenses/282330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1495,12 +1495,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d56a05828352", + "target": "282330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.389 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/282620.json b/landing/lenses/282620.json index c44628fa936d43284dfb59d4a3c8bcfa78f8c25e..7d994be4049fec39dc833d6e861dd901a8c9757a 100644 --- a/landing/lenses/282620.json +++ b/landing/lenses/282620.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/282720.json b/landing/lenses/282720.json index 5ef47cc2f080d618a116dceec52d408f6ae6f844..14680a270f34d36dc08eb31c9b32b3ee9cf93aac 100644 --- a/landing/lenses/282720.json +++ b/landing/lenses/282720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,7 +833,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 47.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282880.json b/landing/lenses/282880.json index 488a21f4787667d9649aadc726c40a0b880ab0d9..8efea4a84c076f49eb8022d06ebee84dcbb63bac 100644 --- a/landing/lenses/282880.json +++ b/landing/lenses/282880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284620.json b/landing/lenses/284620.json index a07829ab82211204dadad39489ae969744c972af..1b5d9f9a893e2debdd80ea4fac03b2734a2066c7 100644 --- a/landing/lenses/284620.json +++ b/landing/lenses/284620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -917,7 +917,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284740.json b/landing/lenses/284740.json index 16b08ae281ad7b5732a9293d202cda9bb63a5ab6..4e2b039c425556690494cee89a018c6ebd0f30fa 100644 --- a/landing/lenses/284740.json +++ b/landing/lenses/284740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1037,19 +1037,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,17 +1116,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,7 +1195,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1204,7 +1204,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1651,12 +1651,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:11aa26c227a1", + "target": "284740", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.419 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/285130.json b/landing/lenses/285130.json index 005465cc96f2b4db3ebb62c6ccc9842bae647585..ea2feea797c6766de3141d384cd9ec2116e294fd 100644 --- a/landing/lenses/285130.json +++ b/landing/lenses/285130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,18 +612,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 35.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 37.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,15 +807,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 35.13, + "grade": "dCR-BB+", + "score": 37.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 35.65, + "grade": "dCR-BB+", + "score": 37.9, "assumptions": { "scenarioStress": "moderate" } @@ -898,7 +898,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285490.json b/landing/lenses/285490.json index 6bf749ae0edfb42b0cc34b1374337f1553138561..35b7e333d9d26c5b967ee214c53dc4bcab15d148 100644 --- a/landing/lenses/285490.json +++ b/landing/lenses/285490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285800.json b/landing/lenses/285800.json index c29905707c5272072a9ca326a9dec490d153ae4a..90a59c2c58f0ac22da307484a6eb673673708bb5 100644 --- a/landing/lenses/285800.json +++ b/landing/lenses/285800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1109,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1127,10 +1127,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1457,7 +1457,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1479,7 +1479,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1497,8 +1497,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/286750.json b/landing/lenses/286750.json index 893ecfb6872781444756e47b7a6829c8871dd390..eb79c6b1ded6b4ad6b0598f8be865081855c27cc 100644 --- a/landing/lenses/286750.json +++ b/landing/lenses/286750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 19.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1494,12 +1494,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:be0495ddc45c", + "target": "286750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/286940.json b/landing/lenses/286940.json index cc37b85dc0e247670413fc196dbbc0b10b40bb20..5f2182658b165b0bfdfb87b318ad79cd0476863d 100644 --- a/landing/lenses/286940.json +++ b/landing/lenses/286940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/287840.json b/landing/lenses/287840.json index 92f8693b2d079faff40f00681ea0d1f380562038..ebd1574b2838b40a48225848fae06554050f1ff2 100644 --- a/landing/lenses/287840.json +++ b/landing/lenses/287840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288180.json b/landing/lenses/288180.json index be711d9c8ef0061e72988cb7beb6142941661dcc..07b156ec91e510a4cc5ca5250f03aa59fdd1c790 100644 --- a/landing/lenses/288180.json +++ b/landing/lenses/288180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -410,7 +410,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/288330.json b/landing/lenses/288330.json index 76b6abf19dceda77ec00a4c4d951b53d96ad9e4a..7de92a7b0700ef1944b13f467c95d349fa663303 100644 --- a/landing/lenses/288330.json +++ b/landing/lenses/288330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 349.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 353.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": null, "status": "derived", @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-07", "period": null, "status": "observed", @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288620.json b/landing/lenses/288620.json index 37a05058b0af989f7f51e729fac4f8ab3526298a..1428564023a9a7d22b0524c08be5046e812e1c1f 100644 --- a/landing/lenses/288620.json +++ b/landing/lenses/288620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288980.json b/landing/lenses/288980.json index c865a244a532cc4be68ada7aebb7d403484de6bb..d2ec52bdd03390068a4fc255757bfbd2827e60b7 100644 --- a/landing/lenses/288980.json +++ b/landing/lenses/288980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 1119.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 1204.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-19", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -965,7 +965,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-19", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-19", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-19", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289010.json b/landing/lenses/289010.json index 5745d3b257ef9ffa22fe66242d5201e714157980..7b78cab3014071df3c09877165a9b7e6998e79ed 100644 --- a/landing/lenses/289010.json +++ b/landing/lenses/289010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1012,19 +1012,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1038,8 +1038,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1083,17 +1083,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-22", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289080.json b/landing/lenses/289080.json index d7d5a1787a9923294cd15f2348d400b00e0560d3..c86dfed8e7fc01f0ebcab9081bdbbf204cf934c1 100644 --- a/landing/lenses/289080.json +++ b/landing/lenses/289080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -94,7 +94,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -114,7 +114,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -473,14 +473,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -600,10 +600,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,8 +688,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -724,7 +724,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -780,10 +780,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -799,10 +799,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289220.json b/landing/lenses/289220.json index b0f0d15d2a19e6e0130ac93cd7d6676bb83e46e9..7e1ff528c6d73adad9d256629ef189f38aec010f 100644 --- a/landing/lenses/289220.json +++ b/landing/lenses/289220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289930.json b/landing/lenses/289930.json index 7b51c7251a558339b1ac35b59b67170735650e72..3a43ab9d3c85238f648d1030c0348d91ae12e0f9 100644 --- a/landing/lenses/289930.json +++ b/landing/lenses/289930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290090.json b/landing/lenses/290090.json index 59b4eaf781c281409c3cb66ecab02995436d8c38..70a02fa37608799a3bc3738fe2b32d46b4b04abe 100644 --- a/landing/lenses/290090.json +++ b/landing/lenses/290090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -900,19 +900,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,17 +979,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1058,7 +1058,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1067,7 +1067,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,12 +1310,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f8d26f161a8c", + "target": "290090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.569 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290120.json b/landing/lenses/290120.json index a821f371ac71f76b1fedcb15d3e1ebc1b39cd3bf..a176d9d938ba82259be9341679852ad60b3ebc59 100644 --- a/landing/lenses/290120.json +++ b/landing/lenses/290120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1035,19 +1035,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,17 +1114,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,7 +1193,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1202,7 +1202,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1270,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1578,88 +1578,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:faddec453cf9", - "target": "290120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.552 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290270.json b/landing/lenses/290270.json index 2281570a26ee7df5075eb6be0c336f31d1954e25..e0475fe8ea0c083c3c8102e429f2b8e3184faa75 100644 --- a/landing/lenses/290270.json +++ b/landing/lenses/290270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290380.json b/landing/lenses/290380.json index 0a0a67a05e84a408872dce66c433cb452222ccac..cf1c5b59d04e8dd6474533db78634dfff30b8e67 100644 --- a/landing/lenses/290380.json +++ b/landing/lenses/290380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290520.json b/landing/lenses/290520.json index 8dd022174a79ce3046b886cd0d2bc4fd14f99beb..39bff5ddb16462a569b5f8cd7c72211705844134 100644 --- a/landing/lenses/290520.json +++ b/landing/lenses/290520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -973,7 +973,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1006,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1444,7 +1444,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1466,7 +1466,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1484,15 +1484,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/290550.json b/landing/lenses/290550.json index 2112ebb26019c57848b4469a332b6148f223395a..66190899f895db797e691d9d4a8ef6c2396ecd8f 100644 --- a/landing/lenses/290550.json +++ b/landing/lenses/290550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290560.json b/landing/lenses/290560.json index 338353d02c753f18b7d2574f54469d63f404e58b..2d78648743addf8e26d1d8fe0e3534016fdabf08 100644 --- a/landing/lenses/290560.json +++ b/landing/lenses/290560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-12", "period": null, "status": "derived", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-12", "period": null, "status": "observed", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290650.json b/landing/lenses/290650.json index 238fd96f087d68a0f6ae014e6412f7b023046407..31126ab44d1e4334b8681e8ffdd0d65336bb28e8 100644 --- a/landing/lenses/290650.json +++ b/landing/lenses/290650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,15 +1489,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/290660.json b/landing/lenses/290660.json index 1ca540b72a52e5e26d8322cd9cdebde79eef4e98..f0cfc48c4fc5b19c0e8f81cbda25affa591b7933 100644 --- a/landing/lenses/290660.json +++ b/landing/lenses/290660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 21.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 20.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290670.json b/landing/lenses/290670.json index 430b3de7273169d3d0f0830c6428dc654ceec017..315d0348070a0b6f8b0d9566bc8f4187ae6f7d72 100644 --- a/landing/lenses/290670.json +++ b/landing/lenses/290670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 115.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1037,15 +1037,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,17 +1116,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,7 +1195,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1204,7 +1204,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1439,88 +1439,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a17ca5713c68", - "target": "290670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.564 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290690.json b/landing/lenses/290690.json index 941bbdeb5623fa3354c98a847c6c92b781ba9e5d..2ed462417bfc3eb146701db39d60abf1256bff1c 100644 --- a/landing/lenses/290690.json +++ b/landing/lenses/290690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1206,10 +1206,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290720.json b/landing/lenses/290720.json index 8b16e5a58e3fe5f6f676e29ffe16360eeeb0e085..c4bc8d52261ab25438dba69677f178d11f809c42 100644 --- a/landing/lenses/290720.json +++ b/landing/lenses/290720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -602,18 +602,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 56.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 60.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -798,14 +798,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 56.06, + "score": 60.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 56.86, + "score": 60.86, "assumptions": { "scenarioStress": "moderate" } @@ -893,6 +893,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1067,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1233,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290740.json b/landing/lenses/290740.json index 28b6e1339ea4cf9c0fd62b758dc28d8a69c8292e..7cbc4c13b4c432863135bfc572f5fc852b6343ac 100644 --- a/landing/lenses/290740.json +++ b/landing/lenses/290740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1032,15 +1032,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,13 +1184,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1434,12 +1434,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b99f0ff366e0", + "target": "290740", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.363 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/291230.json b/landing/lenses/291230.json index 6b20035316efa22112311e2dfcc86a7870f65157..ec43a9fed0a1c87309646473e522dd7afcf56c29 100644 --- a/landing/lenses/291230.json +++ b/landing/lenses/291230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 29.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 29.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291650.json b/landing/lenses/291650.json index ecb1f8c29fcec9cf3745400694c50f5ecaaa8886..b16c59dfc9e738c562668bde7b43154b1fba0363 100644 --- a/landing/lenses/291650.json +++ b/landing/lenses/291650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -869,7 +869,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -913,7 +913,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291810.json b/landing/lenses/291810.json index 78775323e697d93e79c591fc7825403ffd90f8c4..58f6e95f705e2b7295ec90568efc09e403ca6dd9 100644 --- a/landing/lenses/291810.json +++ b/landing/lenses/291810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-30", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -749,7 +749,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-30", "period": null, "status": "derived", @@ -769,7 +769,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-30", "period": null, "status": "observed", @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293480.json b/landing/lenses/293480.json index 2a80b78f6441400aabdcecb564dd5fd2278f91a3..263953b6d38c021b4418d66cfd3ff47c21566dc7 100644 --- a/landing/lenses/293480.json +++ b/landing/lenses/293480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1051,8 +1051,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,10 +1082,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1095,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293490.json b/landing/lenses/293490.json index b007973bcbac8a2e841eaaa21380a3dd922fb31b..81a3c5109293069c37904bb53f46b71ffa1be24b 100644 --- a/landing/lenses/293490.json +++ b/landing/lenses/293490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293580.json b/landing/lenses/293580.json index 87b66893bd06bcb4ddf3e7e7a3487c87a5d68210..3b88f29727a4fca6d2890eb8c12ae33cba911e99 100644 --- a/landing/lenses/293580.json +++ b/landing/lenses/293580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1002,10 +1002,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1020,10 +1020,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293780.json b/landing/lenses/293780.json index ac7199f917555af282b6caeafdf45eb32a0e76c4..e184fd46a4f017709274d0d084e919bbd1b280fe 100644 --- a/landing/lenses/293780.json +++ b/landing/lenses/293780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -788,19 +788,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -834,7 +834,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -867,17 +867,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -887,7 +887,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -940,13 +940,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -955,7 +955,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -987,10 +987,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1018,7 +1018,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293940.json b/landing/lenses/293940.json index 830cc49adcf7b49ec1247d3e601a333f37769e6a..1a5da07649a3f962860255c4d65aa46e32d25b84 100644 --- a/landing/lenses/293940.json +++ b/landing/lenses/293940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -386,8 +386,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -399,8 +399,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -417,10 +417,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -439,7 +439,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -507,10 +507,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -553,10 +553,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -571,10 +571,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294090.json b/landing/lenses/294090.json index 3d6323aa3f62d8160358b81c87b3dad93332ebdf..79f55eacbdf85b0e874cd1d695f043fdf6c08cc7 100644 --- a/landing/lenses/294090.json +++ b/landing/lenses/294090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -722,14 +722,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -888,7 +888,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294140.json b/landing/lenses/294140.json index 3e0e0afe65ccf3d27c88cc05a4a2b349114d751e..193e559a3cc70880185836301b34b00f7b983665 100644 --- a/landing/lenses/294140.json +++ b/landing/lenses/294140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,10 +1125,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1143,10 +1143,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294570.json b/landing/lenses/294570.json index ec2106a83a569b22a6086afcfdfd629a02fb7b23..80b340a33df1ecaa3a85db390dd9be2658d31af8 100644 --- a/landing/lenses/294570.json +++ b/landing/lenses/294570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -719,14 +719,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -846,19 +846,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -872,8 +872,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -885,7 +885,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -905,8 +905,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -917,17 +917,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -937,7 +937,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -994,7 +994,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1003,7 +1003,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294630.json b/landing/lenses/294630.json index 0b393f92b218f0c8e4182332f700a1de75bc9728..da26c58bd06ca28dc91c48c44ec0663700cac94f 100644 --- a/landing/lenses/294630.json +++ b/landing/lenses/294630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -807,8 +807,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -820,8 +820,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -838,10 +838,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -851,7 +851,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -860,7 +860,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294870.json b/landing/lenses/294870.json index 69bf7405b49b31d968271fb7482bb10c6e5f274b..b6b89765ef1351c548cc6a498037582c35478262 100644 --- a/landing/lenses/294870.json +++ b/landing/lenses/294870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/295310.json b/landing/lenses/295310.json index 60ff537d38174d93b7a4084d0eabe613e7c7a900..6449150b6c59a4a42e75b6b5c7f7be69cd31ec86 100644 --- a/landing/lenses/295310.json +++ b/landing/lenses/295310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -405,14 +405,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -532,10 +532,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -564,8 +564,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,8 +584,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -604,7 +604,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -672,10 +672,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -691,10 +691,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -718,10 +718,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +732,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -740,7 +740,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -756,7 +756,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/296640.json b/landing/lenses/296640.json index 250e8644dd500f2b4695835ef9465b1c72e85540..9be42e60e4203a375040c908d7012005a8a90a60 100644 --- a/landing/lenses/296640.json +++ b/landing/lenses/296640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297090.json b/landing/lenses/297090.json index 181c71409dd000a93c8c4af275debc272f258fc2..338dad5f68a64ed4f1baab15d76d9402cea30846 100644 --- a/landing/lenses/297090.json +++ b/landing/lenses/297090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -586,18 +586,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -782,14 +782,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.81, + "score": 26.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.39, + "score": 26.64, "assumptions": { "scenarioStress": "moderate" } @@ -870,6 +870,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -884,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1011,19 +1012,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1045,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1057,7 +1058,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1091,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1170,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1178,7 +1179,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1191,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1413,12 +1414,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c547a85efc89", + "target": "297090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/297570.json b/landing/lenses/297570.json index 5a39dcccaabd592788bec4ce9eae90872338c6d1..6670bdea510e636a868ca4fd688b09eed2dafc3b 100644 --- a/landing/lenses/297570.json +++ b/landing/lenses/297570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297890.json b/landing/lenses/297890.json index ac89efc34a7431339c7720fbd2a0cd0895940345..1f07c071756aa58c65509cd122180b8f939b9b9d 100644 --- a/landing/lenses/297890.json +++ b/landing/lenses/297890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298000.json b/landing/lenses/298000.json index 10ad0dc437cbbd7f9a62b72e657615136d368c51..c4f10e6de0ce9a292078484a89291fd15eb54bb9 100644 --- a/landing/lenses/298000.json +++ b/landing/lenses/298000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1257,10 +1257,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298020.json b/landing/lenses/298020.json index a50bbc630eb46034668f68e6df44730fb5eaaff2..65a25be6364911707d38e35452fae39aab982f69 100644 --- a/landing/lenses/298020.json +++ b/landing/lenses/298020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,10 +1254,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298040.json b/landing/lenses/298040.json index 712351edf53ef40da4b4ce8afc21da7cbf6d135d..ee69116c613e2e2c1e34291fbe6185b75ea870c8 100644 --- a/landing/lenses/298040.json +++ b/landing/lenses/298040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 17.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 19.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,15 +795,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 17.58, + "grade": "dCR-A", + "score": 19.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 18.37, + "grade": "dCR-A", + "score": 20.2, "assumptions": { "scenarioStress": "moderate" } @@ -886,7 +886,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -895,7 +895,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.68%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298050.json b/landing/lenses/298050.json index cff44aab11d9c311935021224b93a7c1c282fbf4..1af7196924b73a575b0dbdafb86c08b1e27e0116 100644 --- a/landing/lenses/298050.json +++ b/landing/lenses/298050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 37.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,15 +795,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 33.82, + "grade": "dCR-BB+", + "score": 37.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 34.69, + "grade": "dCR-BB+", + "score": 38.75, "assumptions": { "scenarioStress": "moderate" } @@ -886,7 +886,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -896,7 +896,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 9.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298060.json b/landing/lenses/298060.json index 63d9c5174623fdb16f8c807a6688dcc29195e65d..e4159cb1b97b0962e52177867332e304d87793aa 100644 --- a/landing/lenses/298060.json +++ b/landing/lenses/298060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -955,7 +955,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298380.json b/landing/lenses/298380.json index 8a59f3f8ec4c5c98d1808ad1e0d6570284a4bdef..de75ddea09f2144511e87a0334cba14d8d2b6455 100644 --- a/landing/lenses/298380.json +++ b/landing/lenses/298380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298540.json b/landing/lenses/298540.json index 8f2eec025bbae1d42440aa13d3d642142b9fc9b3..94829dcf87b72470de1a9b93fa815847cb87be56 100644 --- a/landing/lenses/298540.json +++ b/landing/lenses/298540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.53%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298690.json b/landing/lenses/298690.json index 3bdb4835e8b87cb1e29c6a761a8d9e6fe6c2931b..535c0a3a7cc09e499acc9b7a0107a95ceee6202b 100644 --- a/landing/lenses/298690.json +++ b/landing/lenses/298690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 25.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 26.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1128,10 +1128,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298830.json b/landing/lenses/298830.json index 3d26fe18b25c1427e8ee955f3ec939815d61a12f..0b3cf9d9794067bc193a0bd5aecd95d8a34ac50d 100644 --- a/landing/lenses/298830.json +++ b/landing/lenses/298830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299030.json b/landing/lenses/299030.json index 8d46762e6228ca6c509bea267c9a59edd44a5c43..9c38b68eaaffb225fca891500395a16e543a4464 100644 --- a/landing/lenses/299030.json +++ b/landing/lenses/299030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 18.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 21.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 1607.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -962,7 +962,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299170.json b/landing/lenses/299170.json index c541fc5db928798a5e905940dae88faba8100a4e..d9b4916becca0da13994e11d2334010c11d15a5d 100644 --- a/landing/lenses/299170.json +++ b/landing/lenses/299170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 7.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,7 +1159,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299660.json b/landing/lenses/299660.json index 9a2fa0b6b07df5cf89b9d77ce74a83c2365ef5da..ed5fbbf984ba1d020691aa76fe29a7583ce6f822 100644 --- a/landing/lenses/299660.json +++ b/landing/lenses/299660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -115,7 +115,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -145,7 +145,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -166,7 +166,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -666,14 +666,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -793,10 +793,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -812,8 +812,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -825,8 +825,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -843,10 +843,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -865,7 +865,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -952,10 +952,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299900.json b/landing/lenses/299900.json index 859c1cce21e5c4a1f856a14c3ee80cf19b4fdd3b..4448e9fbf08c2889c40032dc2b91609de2ba5ca3 100644 --- a/landing/lenses/299900.json +++ b/landing/lenses/299900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-07-09", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-07-09", "period": "2025", "status": "derived", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-07-09", "period": "2025", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300080.json b/landing/lenses/300080.json index 03b5de49c816b671ceadbaeb6b3337c52265aa56..d4a22b06c4ffbb6498474d355c9627fa258f1f88 100644 --- a/landing/lenses/300080.json +++ b/landing/lenses/300080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1100,13 +1100,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1350,88 +1350,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:738ff725805a", - "target": "300080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/300120.json b/landing/lenses/300120.json index 06194aad21be8452139cd57288927d120db4df4b..a62b80ac0ac9b8f7a880e1d89da3eef2f7650a12 100644 --- a/landing/lenses/300120.json +++ b/landing/lenses/300120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 18.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 16.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,12 +1351,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5d86840a29f7", + "target": "300120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.745 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/300720.json b/landing/lenses/300720.json index 69f295452fa3c64372c9a1435be90c9bb61d7568..1d4bb166a55d673b4e0b7c0a6706e0357d40b8ab 100644 --- a/landing/lenses/300720.json +++ b/landing/lenses/300720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/301300.json b/landing/lenses/301300.json index 0a57c7ee62af547d637b7cb2224f846a8d4005f8..c7af2f9cfd1dda0666dcb6871773ab5e58bda8c3 100644 --- a/landing/lenses/301300.json +++ b/landing/lenses/301300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,18 +515,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.19, + "score": 45.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 47.73, + "score": 46.18, "assumptions": { "scenarioStress": "moderate" } @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 29.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -936,19 +936,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,17 +1015,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1094,7 +1094,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1103,7 +1103,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302430.json b/landing/lenses/302430.json index 35291b69a79d29e142020085ea4698754f018751..f40d39c6576fa097a8eeb2b95a01a96d53c04d2d 100644 --- a/landing/lenses/302430.json +++ b/landing/lenses/302430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302440.json b/landing/lenses/302440.json index fe5bf9575da2dbeaef0b48a828aa67e217a30e8c..ee6c8730838ea2b589d5f27a71c76b3e3cb7b7df 100644 --- a/landing/lenses/302440.json +++ b/landing/lenses/302440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1041,7 +1041,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302550.json b/landing/lenses/302550.json index 6dd0ddeb2f787963d08f63ef997cefb76463b8a1..fd35dc43a3c7fec167fc62ce5b1ca50dccfed316 100644 --- a/landing/lenses/302550.json +++ b/landing/lenses/302550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303030.json b/landing/lenses/303030.json index d08e362e21209dc39067858c3ef7c208fdccffd9..116ee1a0dfe49e64d120bf3afcfcbcdd4c8f443c 100644 --- a/landing/lenses/303030.json +++ b/landing/lenses/303030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303360.json b/landing/lenses/303360.json index d4c65eb5dbd61d223e1fd9f92a12b48863eb8fbb..d5946c94d0732f19e2105b25ac326df3fb3283ea 100644 --- a/landing/lenses/303360.json +++ b/landing/lenses/303360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -999,10 +999,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303530.json b/landing/lenses/303530.json index c86b18782e4a42c653bbbb16712083dbe84b0ab9..8701401262d06f978c1a839de9a5cdbf2d23957f 100644 --- a/landing/lenses/303530.json +++ b/landing/lenses/303530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -985,19 +985,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1143,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1152,7 +1152,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,12 +1387,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c2320417a114", + "target": "303530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/303810.json b/landing/lenses/303810.json index c9dd3e027bd724024c6fcbb8fd480633c411efee..fcedd9249faf463ca8c832bded30cde30fe44e0c 100644 --- a/landing/lenses/303810.json +++ b/landing/lenses/303810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304100.json b/landing/lenses/304100.json index db993b422889015653faf52089f8c685aeb33a23..08e7914d170a417ab32de4835c721c8ec3283064 100644 --- a/landing/lenses/304100.json +++ b/landing/lenses/304100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -888,7 +888,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -901,7 +901,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304360.json b/landing/lenses/304360.json index 3c095d7ee988be12cd350a2828a5bcf9540ed59e..49fd7fb48fdb948099d1fc80a2607a43be09cdeb 100644 --- a/landing/lenses/304360.json +++ b/landing/lenses/304360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,14 +705,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -865,8 +865,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -878,7 +878,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -898,8 +898,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -918,10 +918,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -956,7 +956,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1031,10 +1031,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304840.json b/landing/lenses/304840.json index 8b5a7ab49a8f50959ec8191b77460b0cf4dbe879..b2783377562902cb59cc2f1afd5c5da010d0591a 100644 --- a/landing/lenses/304840.json +++ b/landing/lenses/304840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -890,7 +890,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -910,7 +910,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1021,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1040,10 +1040,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/305090.json b/landing/lenses/305090.json index a1cb056e8a7d18c0746f1d2b3a8aed2da62286e1..3292f1b417a7818f1e05c44a8ba8553dbc48a275 100644 --- a/landing/lenses/305090.json +++ b/landing/lenses/305090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1559.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1553.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-03", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-03", "period": null, "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-03", "period": null, "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306040.json b/landing/lenses/306040.json index 8cef198ad0e03433c101b040f4a90b63b6327138..65da31a155389b046c3161f4fd634b0a84e3ae28 100644 --- a/landing/lenses/306040.json +++ b/landing/lenses/306040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1429,7 +1429,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1451,7 +1451,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1469,15 +1469,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/306200.json b/landing/lenses/306200.json index 3ebf1deff316d1144d7e8ff1e3058973ec8de533..cf38ac356eccae83f58c87e46034899609b0e664 100644 --- a/landing/lenses/306200.json +++ b/landing/lenses/306200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -599,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.93, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.79, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.93, + "score": 25.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.52, + "score": 26.29, "assumptions": { "scenarioStress": "moderate" } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1045,7 +1045,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306620.json b/landing/lenses/306620.json index eef4671d9af2a2810cf3bc5d317fce08314dd033..900adc9b45eca05e2a4f7177c3af8a0b437f8e9c 100644 --- a/landing/lenses/306620.json +++ b/landing/lenses/306620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 13.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 15.38%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -893,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307180.json b/landing/lenses/307180.json index 31199748bfa308fe570011754838072741a08436..176b735254ffd84b8c992fdf897615de5fb2acd2 100644 --- a/landing/lenses/307180.json +++ b/landing/lenses/307180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307280.json b/landing/lenses/307280.json index fdf86d5a7f322b4b62f191bded7b2962551d699d..9010056d5e624760490e95ae626a80afbdb9bba0 100644 --- a/landing/lenses/307280.json +++ b/landing/lenses/307280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1157,7 +1157,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1401,12 +1401,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8c6ec369305d", + "target": "307280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.556 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307750.json b/landing/lenses/307750.json index cf76316a5811dcb87ec931d932b8086a07c6e3af..13ba2e6bb674cb5510fb10ce590b97b5753c73f8 100644 --- a/landing/lenses/307750.json +++ b/landing/lenses/307750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,15 +1006,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1408,88 +1408,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:eba4a39e30ca", - "target": "307750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.492 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307870.json b/landing/lenses/307870.json index ef0e9dfc91fb10e5ef537f2651380b64a1b2c41b..631752e0ede117309b37c9006a84c691269d584e 100644 --- a/landing/lenses/307870.json +++ b/landing/lenses/307870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307930.json b/landing/lenses/307930.json index 07e9f8b16c0bcf42accb9213c013531276369138..d897a0ee667ebd37da06dac10a866c05fa560008 100644 --- a/landing/lenses/307930.json +++ b/landing/lenses/307930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -441,14 +441,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -568,10 +568,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -600,8 +600,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -620,8 +620,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -708,10 +708,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -758,7 +758,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307950.json b/landing/lenses/307950.json index 24d5980c97324cdfaa6aaa7335bca8064140c63f..c52436364713732d160c452fb06ad0254d62fd06 100644 --- a/landing/lenses/307950.json +++ b/landing/lenses/307950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1440,7 +1440,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1462,7 +1462,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1480,8 +1480,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/308080.json b/landing/lenses/308080.json index 3e1a55ea20b819db3cd1d88877bd13dbc3ed1e96..d28b917e910f19120035456ff9f19461681865c5 100644 --- a/landing/lenses/308080.json +++ b/landing/lenses/308080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -430,13 +430,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -778,7 +778,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -791,8 +791,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -822,7 +822,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -831,7 +831,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -918,10 +918,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308100.json b/landing/lenses/308100.json index bf2206812f0f71dabfc1924c78373303d084e221..b7e45e26017926747ef46109ce181f159f74e2b5 100644 --- a/landing/lenses/308100.json +++ b/landing/lenses/308100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -447,13 +447,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -515,7 +515,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -534,7 +534,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -553,7 +553,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,7 +572,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 88.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-22", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308170.json b/landing/lenses/308170.json index 13b2390e1cee3744daff5da7c2b35ee0dbcf976a..587a4b71b040e0f65bab1cf548e943ef4657eb5c 100644 --- a/landing/lenses/308170.json +++ b/landing/lenses/308170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 22.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 25.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -899,14 +899,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1059,7 +1059,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1150,7 +1150,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1577,7 +1577,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1599,7 +1599,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1617,15 +1617,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/308430.json b/landing/lenses/308430.json index 3b8f6d4cc7d76876dfeef4208edc4df4a67c175f..5933c7e0491b645c4969e8eab704a49941efa6e9 100644 --- a/landing/lenses/308430.json +++ b/landing/lenses/308430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -389,14 +389,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,8 +568,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -588,7 +588,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -675,10 +675,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309710.json b/landing/lenses/309710.json index ba7119d108b81f1f4b22c89bf4fa3ecd8ab9ec87..01274dd7225510d993f3e95cdfecd4fd3cb0c8bb 100644 --- a/landing/lenses/309710.json +++ b/landing/lenses/309710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -625,7 +625,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -645,7 +645,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309930.json b/landing/lenses/309930.json index 3e30996cf40389549cae54956923cfc0c6a2dac2..4f962b356231aa2a6d2c9bc3e6b4da75082072ca 100644 --- a/landing/lenses/309930.json +++ b/landing/lenses/309930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309960.json b/landing/lenses/309960.json index 459f51e5e166ac3e02308863ceefc128a38c30cc..f4c805f8212179df99498a4417119e177c90ef79 100644 --- a/landing/lenses/309960.json +++ b/landing/lenses/309960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -475,13 +475,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -600,14 +600,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -773,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -793,8 +793,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -815,8 +815,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -851,7 +851,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310200.json b/landing/lenses/310200.json index 3d04dc1875b8c4838bb65e4df47947ab4eeb9c89..cea00f196baac012ab247888e38510d3be72d45c 100644 --- a/landing/lenses/310200.json +++ b/landing/lenses/310200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310210.json b/landing/lenses/310210.json index 5bc796d554fa4f77a0a70f15e056d24dc774bc0a..3f5107fd427316f43c26cec7559b1c229889f93e 100644 --- a/landing/lenses/310210.json +++ b/landing/lenses/310210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -748,19 +748,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -781,8 +781,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -794,7 +794,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -814,8 +814,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -827,17 +827,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -872,7 +872,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -906,7 +906,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -915,7 +915,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310870.json b/landing/lenses/310870.json index 10fbc8e990fbed25b406650a3527aeb4d6bca587..273d7d2351dcaf66ad1ed37f8e2ee50943649bdf 100644 --- a/landing/lenses/310870.json +++ b/landing/lenses/310870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311060.json b/landing/lenses/311060.json index 8f729b41125c04610f225f82568b14984814a813..839c191320bf841c0cb8080046a5148197c55082 100644 --- a/landing/lenses/311060.json +++ b/landing/lenses/311060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311320.json b/landing/lenses/311320.json index ee1af2cd805f832deff7cb2c4ee7af8c023ee357..0fa6f9711dd60aea5e11e969cda4e5ca249826ef 100644 --- a/landing/lenses/311320.json +++ b/landing/lenses/311320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311390.json b/landing/lenses/311390.json index 9a317c0528173162aa3aa36a9ad3583fcfa9c9f7..6a6feaf433c2068e154850909cdeb1621467152f 100644 --- a/landing/lenses/311390.json +++ b/landing/lenses/311390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -589,18 +589,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 19.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 21.48, + "score": 19.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 21.93, + "score": 19.84, "assumptions": { "scenarioStress": "moderate" } @@ -873,7 +873,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -888,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1015,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1048,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1061,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1139,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1173,7 +1172,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1182,7 +1181,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1195,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1214,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1255,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1519,8 +1518,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/311690.json b/landing/lenses/311690.json index c79d6e71c50d35ba35d4e1d5ebb15bc064614378..d3677c096748289d2209db51cd1d8c670fc0d050 100644 --- a/landing/lenses/311690.json +++ b/landing/lenses/311690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311960.json b/landing/lenses/311960.json index 2fe53a4cc6062f939ffc9b36650023394181deb5..37c53f484dc3c79d8bde103cd792cb42b3f43887 100644 --- a/landing/lenses/311960.json +++ b/landing/lenses/311960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2022", "earliestPeriod": "2022", @@ -36,10 +36,10 @@ "representative": "2022" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -358,15 +358,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -384,8 +384,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -397,7 +397,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -429,17 +429,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -449,7 +449,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -466,7 +466,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -506,7 +506,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -515,7 +515,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -528,10 +528,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -547,10 +547,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,7 +570,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/312610.json b/landing/lenses/312610.json index dd465a343a3c736d2b2150dc009a8fe517aa2171..b7bade449961287299a041ac1e333f3a4202b3a3 100644 --- a/landing/lenses/312610.json +++ b/landing/lenses/312610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 262.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 267.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": null, "status": "derived", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-02", "period": null, "status": "observed", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/313760.json b/landing/lenses/313760.json index 19e3c321e86a7f9388961905507e60df86d1d579..57c58392b30491740c77e77552c3fda36b84aaf9 100644 --- a/landing/lenses/313760.json +++ b/landing/lenses/313760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 230.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 242.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1183,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/314130.json b/landing/lenses/314130.json index 1b9fc4161b74105247b10dafac291f615b27dec5..eec625c8da61da3af835d67eb0997b02c0f39d6a 100644 --- a/landing/lenses/314130.json +++ b/landing/lenses/314130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 148.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 326.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -937,19 +937,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,17 +1016,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1089,13 +1089,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1104,7 +1104,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314140.json b/landing/lenses/314140.json index ec771b0045c816efa6b49d11dc398d00e9a80f16..0fda1da53e6c38f6b9a240810774322fe7aa2050 100644 --- a/landing/lenses/314140.json +++ b/landing/lenses/314140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -432,14 +432,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -559,10 +559,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -609,10 +609,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -622,7 +622,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -631,7 +631,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -718,10 +718,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314930.json b/landing/lenses/314930.json index a2bcc5938526693cd87a7d38175a6dda7953b8d5..b4dcd51d152c3ce6629eb18b60889f1800f0283a 100644 --- a/landing/lenses/314930.json +++ b/landing/lenses/314930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/315640.json b/landing/lenses/315640.json index ad6a18d1a57e6f716a8c243c6badf34a6ad3254a..8507d9d36d99bba71efebadeb6f5f5a0eedfd2b2 100644 --- a/landing/lenses/315640.json +++ b/landing/lenses/315640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,10 +972,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -994,7 +994,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/316140.json b/landing/lenses/316140.json index 845aa694bd68cda5f0326af29043917adec82c17..66a101faa58b09e0c712db426e6185e5991d0e3e 100644 --- a/landing/lenses/316140.json +++ b/landing/lenses/316140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,10 +757,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317120.json b/landing/lenses/317120.json index 652032029c0a53c5164b9edea16d2797f2a6cbad..aedff458e16e9f508d16091b1f864af72e56614f 100644 --- a/landing/lenses/317120.json +++ b/landing/lenses/317120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,7 +805,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317240.json b/landing/lenses/317240.json index 6fea86d8eb7fdd75375d4caa4caa4e407e4cff68..bd71c393292bc87721a6d1cfcca433088e5f42e2 100644 --- a/landing/lenses/317240.json +++ b/landing/lenses/317240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317330.json b/landing/lenses/317330.json index 9977e4e8c637adf765d402f83de98ea947dd3f76..d87b4f2479e2932592d68ae358fd061d0d22dfe0 100644 --- a/landing/lenses/317330.json +++ b/landing/lenses/317330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 67.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 98.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317400.json b/landing/lenses/317400.json index 7dae9b6f39c257e2063c0028cef00b279c6958d1..99beb1960c16f13abbb541a3290fac62b74d06ba 100644 --- a/landing/lenses/317400.json +++ b/landing/lenses/317400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317450.json b/landing/lenses/317450.json index fa57daa6f1a6dd45fa11801b24126ca919e56785..26673ee3d45d727afe90545ab9a116f5251e8118 100644 --- a/landing/lenses/317450.json +++ b/landing/lenses/317450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317530.json b/landing/lenses/317530.json index 2a060c93a7602fb7fb716b0bfe104a096abc7f8c..450bb13748c52ddfa59be42569cd9aad8cdc09b9 100644 --- a/landing/lenses/317530.json +++ b/landing/lenses/317530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317690.json b/landing/lenses/317690.json index ed6b268bf7fb7d754bfe6b115c3736a6fac018dc..34019a0148fa28b562ba2de9dc8fe6c7f2ecfb23 100644 --- a/landing/lenses/317690.json +++ b/landing/lenses/317690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317770.json b/landing/lenses/317770.json index 569c04a1403edcfba2b38b01bc7c4bedd55f1c29..0abd288519da48c75b5b002e39c1d9acdbda2d83 100644 --- a/landing/lenses/317770.json +++ b/landing/lenses/317770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317830.json b/landing/lenses/317830.json index 6f543b996c74d9f0584d7596c7202e0fcb5e9583..07a872d62fab99d616084b1bf400202cc65ba41d 100644 --- a/landing/lenses/317830.json +++ b/landing/lenses/317830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317850.json b/landing/lenses/317850.json index 1db98b3a0b4c30cb90bfbb208ef5de457abed79e..bee50eb16e786d02621b611a6fadb6461f984b87 100644 --- a/landing/lenses/317850.json +++ b/landing/lenses/317850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,14 +900,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1027,15 +1027,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,17 +1106,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,13 +1179,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1194,7 +1194,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1570,88 +1570,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:747216a72359", - "target": "317850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.551 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317860.json b/landing/lenses/317860.json index 24908d95f236cab105d59829aafeaef26b1e8f3b..dd2b88d8f34e61c4c0782eb169708af7d2442ea1 100644 --- a/landing/lenses/317860.json +++ b/landing/lenses/317860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -366,19 +366,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -392,8 +392,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,8 +425,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -437,17 +437,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -457,7 +457,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -474,7 +474,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -508,13 +508,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -523,7 +523,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317870.json b/landing/lenses/317870.json index a63f2ea0bb46428c43564bf7c5771289c4b3ac00..e801e45ff2d23ed465300d7ce92972525911b06f 100644 --- a/landing/lenses/317870.json +++ b/landing/lenses/317870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318000.json b/landing/lenses/318000.json index 0ba9e95a727373ae65aeba4298c78c64fdc14132..f66b8e19f08b36f10fd314eac8bb274b53cc9893 100644 --- a/landing/lenses/318000.json +++ b/landing/lenses/318000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318010.json b/landing/lenses/318010.json index f4acb853c246be9eebbb604b9989f0bb751be119..0bf56ee5e63a3ea914733d2f874e96646aa8e368 100644 --- a/landing/lenses/318010.json +++ b/landing/lenses/318010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -805,14 +805,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -932,10 +932,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1112,10 +1112,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1131,10 +1131,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,10 +1158,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318020.json b/landing/lenses/318020.json index afa4e8540f214dc4480d3584a362c85ac89df1e2..b2e1bef6a1bcd89819a3fc2948b87a4dad672739 100644 --- a/landing/lenses/318020.json +++ b/landing/lenses/318020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318060.json b/landing/lenses/318060.json index 8f68ffb3c6cc845875e248109486c7f3576c993c..fc1bd8f56443270f2135ddf467d2b92e1a511ce7 100644 --- a/landing/lenses/318060.json +++ b/landing/lenses/318060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,10 +769,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -787,10 +787,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318160.json b/landing/lenses/318160.json index 2cc6696ae66a223f9c0a93bb4a6a45f5854cadfe..b3516c39137dffe8fecf5532e2f538fd17b08cc8 100644 --- a/landing/lenses/318160.json +++ b/landing/lenses/318160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,7 +830,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -972,19 +972,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,7 +1130,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,10 +1189,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1522,12 +1522,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3d1265ae8b2a", + "target": "318160", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/318410.json b/landing/lenses/318410.json index 502be0038fa200a5a0d7cc93e71514196b3af525..8ccd37f8242a88da033263af7124f3b796f4dfbe 100644 --- a/landing/lenses/318410.json +++ b/landing/lenses/318410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -998,19 +998,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1156,7 +1156,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1541,88 +1541,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:07916b3285ca", - "target": "318410", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.611 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/319400.json b/landing/lenses/319400.json index be5691c7995fe24b10bcad57b757d31e92fed4d6..55af2b84de385f5256261a66439a1927915f59ff 100644 --- a/landing/lenses/319400.json +++ b/landing/lenses/319400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319660.json b/landing/lenses/319660.json index a8b6713005525ba1150c530cd6474f8b4af4929d..dc80679432bdb322d8ec1865a9d4617465f0c732 100644 --- a/landing/lenses/319660.json +++ b/landing/lenses/319660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/320000.json b/landing/lenses/320000.json index 2ec10c44dfe84a108026aa4f2252c07fca4ec35e..2ebd805201c2d6d8f5ae494adc914b95c9ea2dc4 100644 --- a/landing/lenses/320000.json +++ b/landing/lenses/320000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 162.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321260.json b/landing/lenses/321260.json index fd6600790b7e5da031b41386539d48b6db267304..474a02907373e949e8bd03e58399dba1d5922120 100644 --- a/landing/lenses/321260.json +++ b/landing/lenses/321260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,18 +570,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-AAA", - "summary": "dCR 위험점수 2.84, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 3.84, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,15 +765,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AAA", - "score": 2.84, + "grade": "dCR-AA+", + "score": 3.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AAA", - "score": 2.86, + "grade": "dCR-AA+", + "score": 3.86, "assumptions": { "scenarioStress": "moderate" } @@ -838,7 +838,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.0, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321370.json b/landing/lenses/321370.json index f7fbc727373686e5b909a169a9374b8cfc50b241..5d18f95c9267511efae5f867a3993f67e166616d 100644 --- a/landing/lenses/321370.json +++ b/landing/lenses/321370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321550.json b/landing/lenses/321550.json index 5a98fa400472020425447a82af7d11e21ee2de38..ccc907d6017692e4a488546c79ba6dc264aa16f6 100644 --- a/landing/lenses/321550.json +++ b/landing/lenses/321550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1360,7 +1360,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1382,7 +1382,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1400,15 +1400,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/321820.json b/landing/lenses/321820.json index 1a0d94cd19204db6f4065d811d9c0d7a2f42927b..d95b7a4760ee8366e45ececb250d8225406865e1 100644 --- a/landing/lenses/321820.json +++ b/landing/lenses/321820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322000.json b/landing/lenses/322000.json index eca049813299185b4f03aaeb4827bf1ad0980a6f..7919e7cc8f50e2a3cb97d7c3faf17a3439db9d14 100644 --- a/landing/lenses/322000.json +++ b/landing/lenses/322000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1041,7 +1041,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322180.json b/landing/lenses/322180.json index c1fd08b368512e214602967a78371cc643912b0d..c6dc12c9010581c93f003f95fec3ecf54d65ecc9 100644 --- a/landing/lenses/322180.json +++ b/landing/lenses/322180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322310.json b/landing/lenses/322310.json index 90a7ddd3817bf739d50757460466680f995c709f..9377061ce752f82c2f8417766fb612baa10b77f9 100644 --- a/landing/lenses/322310.json +++ b/landing/lenses/322310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322510.json b/landing/lenses/322510.json index 8cd59f66c15da75fe2f2b923feecab67dac8eb58..9039f10bddeb49df9dae1504c71b264d6f5d1da7 100644 --- a/landing/lenses/322510.json +++ b/landing/lenses/322510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 25.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 28.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322780.json b/landing/lenses/322780.json index 921b4e00f53d4e6d5b29278a00f9bee6cc6ed68c..87a1860e7dda831e85247f522ba70c65512d3a52 100644 --- a/landing/lenses/322780.json +++ b/landing/lenses/322780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.12%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323280.json b/landing/lenses/323280.json index 7f69e85a82e9f9739cd4fae8809ef3004880ff4d..00ae67c1ccb3516478ab83b0ed94e70babdc84e1 100644 --- a/landing/lenses/323280.json +++ b/landing/lenses/323280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323350.json b/landing/lenses/323350.json index 29462af7a14c054b4e4427103a3104e09b7be1be..92985d1bacd5c490e5cc9b46b9e26efbc7d0e2f0 100644 --- a/landing/lenses/323350.json +++ b/landing/lenses/323350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -714,8 +714,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -727,8 +727,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -745,10 +745,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -758,7 +758,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -767,7 +767,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323410.json b/landing/lenses/323410.json index 1fab6b142dad05f266ee0c21c6c4c34e08e1d5fa..8cabbd1fb76755ed26ad7d02826673e851905b8d 100644 --- a/landing/lenses/323410.json +++ b/landing/lenses/323410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -243,13 +243,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -349,14 +349,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -476,10 +476,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -495,8 +495,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -508,8 +508,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,10 +526,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -548,7 +548,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -635,10 +635,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,7 +658,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -666,7 +666,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323990.json b/landing/lenses/323990.json index 1037db69ed6f26fb60f47fb11cba766c2e631f03..3f728d6300966ae3fb7256261c87de04de611c9d 100644 --- a/landing/lenses/323990.json +++ b/landing/lenses/323990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -644,14 +644,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -843,7 +843,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/326030.json b/landing/lenses/326030.json index 0e7df381ff677f56c49aae50917402cffb838aa0..284ada21afcff8d201bbece672c793c23941798e 100644 --- a/landing/lenses/326030.json +++ b/landing/lenses/326030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,7 +1147,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/327260.json b/landing/lenses/327260.json index 06361f0e96548f599b80fbeccf5814a584095e2c..460d73fb18f934ff4d36b41c079a89ec1ef0217b 100644 --- a/landing/lenses/327260.json +++ b/landing/lenses/327260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1172,7 +1172,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1416,12 +1416,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fecd17e5dd0b", + "target": "327260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/328130.json b/landing/lenses/328130.json index 2b07b10e4559ff55eb877b3d89cfc6fcd21b43f9..e427422a18e8ee6eaeb0a88c946c109d6e746db6 100644 --- a/landing/lenses/328130.json +++ b/landing/lenses/328130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -789,14 +789,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -916,19 +916,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -949,8 +949,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,17 +995,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1074,7 +1074,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1083,7 +1083,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,88 +1318,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:64d857b53cfa", - "target": "328130", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/328380.json b/landing/lenses/328380.json index 3fe935e5b5fd176721fe4e87f6ab1273aeb0f4cf..2a4e0be06a26d23236091cfde72d25b6ea2a2057 100644 --- a/landing/lenses/328380.json +++ b/landing/lenses/328380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/329180.json b/landing/lenses/329180.json index ed1053f960fa42c7846861885976a30e94f45490..40fca53875d7321f6fe30b5426f51a1b0265f4fe 100644 --- a/landing/lenses/329180.json +++ b/landing/lenses/329180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,18 +580,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 21.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,14 +776,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 21.46, + "score": 23.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 22.59, + "score": 24.84, "assumptions": { "scenarioStress": "moderate" } @@ -859,12 +859,12 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 18조)", - "시가총액 37조 (시장 지위)" - ], - "monotonicGate": "A+" + "시가총액 32조 (시장 지위)" + ] }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330350.json b/landing/lenses/330350.json index 515e5e66485a2a5393ad7ca1a95c606264ef20ed..14bb613ce8d8478dea5ddc2b0bc1ceccdfbc083b 100644 --- a/landing/lenses/330350.json +++ b/landing/lenses/330350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1021,7 +1021,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330590.json b/landing/lenses/330590.json index 3679c7ca4d7d6e929cacc3e9a7ab161291ce06ab..8fa5ba88873feffa5d2f588959ded55497c579f5 100644 --- a/landing/lenses/330590.json +++ b/landing/lenses/330590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -382,8 +382,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -395,8 +395,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -413,10 +413,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -426,7 +426,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -435,7 +435,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -522,10 +522,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -549,10 +549,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -567,10 +567,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -581,7 +581,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -589,7 +589,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330730.json b/landing/lenses/330730.json index 2906f63117658439ece6d207ad47d0ab3bb4f05c..da6f9d4c17d50c9627148bf21e804c1e299aa4c8 100644 --- a/landing/lenses/330730.json +++ b/landing/lenses/330730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -252,7 +252,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -675,14 +675,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -834,8 +834,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -874,7 +874,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -942,10 +942,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -984,7 +984,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -992,7 +992,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330860.json b/landing/lenses/330860.json index e59960e0b493ce04b5f8b08bd92452b8dd161c94..d579c99cd23198f684e75d9621cfef7ee4c7d1e1 100644 --- a/landing/lenses/330860.json +++ b/landing/lenses/330860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.51, + "grade": "dCR-BBB+", + "score": 19.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.67, + "grade": "dCR-BBB+", + "score": 20.4, "assumptions": { "scenarioStress": "moderate" } @@ -856,10 +856,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1161,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1189,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331380.json b/landing/lenses/331380.json index 573ad57f4b6de972c9eb0a02c31d691456bd92a2..fec1a133c1b33e00f88189ff3eff6009f2209623 100644 --- a/landing/lenses/331380.json +++ b/landing/lenses/331380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -932,8 +932,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -950,10 +950,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -963,7 +963,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -972,7 +972,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1059,10 +1059,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331520.json b/landing/lenses/331520.json index d5595f292e3d064803004734e294181a60749c7a..7b9fb660e75b9a551f16aa85574d4db6e615d513 100644 --- a/landing/lenses/331520.json +++ b/landing/lenses/331520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331740.json b/landing/lenses/331740.json index 430933dba8071375f618eecfe3eacf9602df15b5..e577bafa8ea1a2cfb8d043d1f4b7eb3e3183d56b 100644 --- a/landing/lenses/331740.json +++ b/landing/lenses/331740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331920.json b/landing/lenses/331920.json index d49c87bc1012bd0658d0a1d4a45b90cdaeb62001..00a64f9765f8f72a7a324b016655fad094015bf8 100644 --- a/landing/lenses/331920.json +++ b/landing/lenses/331920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -883,7 +883,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332290.json b/landing/lenses/332290.json index 1e11b92c3c7b83a692742fa0d05297b47ef19ee5..5ebf3e560093459635edfd11ea915285e8042e93 100644 --- a/landing/lenses/332290.json +++ b/landing/lenses/332290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -988,15 +988,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,13 +1140,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1223,10 +1223,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,12 +1531,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d9387d429442", + "target": "332290", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.816 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/332370.json b/landing/lenses/332370.json index 096f3249c5121abb9dc5b9d81a9332b199d76331..ee702ef8d4ab795e845700904cbed67fd112892c 100644 --- a/landing/lenses/332370.json +++ b/landing/lenses/332370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332570.json b/landing/lenses/332570.json index 52eea77f2068c4ab30c164e7f2abc226da05b6b3..3f9a366059e6667069d16a538404678b06cfb7c5 100644 --- a/landing/lenses/332570.json +++ b/landing/lenses/332570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333050.json b/landing/lenses/333050.json index 1f81d7e57acea33b69336ef684799cc0fbfa296e..e894f4e2b04d060fd2c56ae0ded8cfb5bf72b5c4 100644 --- a/landing/lenses/333050.json +++ b/landing/lenses/333050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333430.json b/landing/lenses/333430.json index a52962d03165f9af8c143ca7d6280175ed5aa667..92568f745ba39d56889284984c14cac706e50b8a 100644 --- a/landing/lenses/333430.json +++ b/landing/lenses/333430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1487,7 +1487,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1509,7 +1509,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1527,8 +1527,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/333620.json b/landing/lenses/333620.json index db4f8f627b8383c95aacc5e05df12651f62e838f..61c2bc998741e6826d7117113402eb129cddbe54 100644 --- a/landing/lenses/333620.json +++ b/landing/lenses/333620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.39, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.40, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 19.39, + "score": 21.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.93, + "grade": "dCR-BBB", + "score": 22.03, "assumptions": { "scenarioStress": "moderate" } @@ -800,6 +800,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -859,6 +864,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -873,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1000,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1167,7 +1173,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1180,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1199,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/334970.json b/landing/lenses/334970.json index 60e35b1d85f8c28eca2bccd3deedfe6de56a605d..70d197aa3dfaa30dde905bb1b2907da5e0535a7a 100644 --- a/landing/lenses/334970.json +++ b/landing/lenses/334970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -513,13 +513,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2022", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -581,7 +581,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335810.json b/landing/lenses/335810.json index 74f36f37a5bbda46f6d0e43775218e2454463ed6..1a539332746eba162f5518bc418f0ff492899128 100644 --- a/landing/lenses/335810.json +++ b/landing/lenses/335810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335870.json b/landing/lenses/335870.json index ac0849ac612d6b01583b1a720f6f3ea3de58098c..9813b85885cb86f9e1674ab9d751c09137843cdc 100644 --- a/landing/lenses/335870.json +++ b/landing/lenses/335870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -579,7 +579,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -721,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -740,8 +740,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -771,10 +771,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -784,7 +784,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -880,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335890.json b/landing/lenses/335890.json index 85bb5f5ef46569adbb895f8216ee6c4475f24003..3ce53d389f0767c6fab3da9fc5668fedb3aefc13 100644 --- a/landing/lenses/335890.json +++ b/landing/lenses/335890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 2.38, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.11, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 2.38, + "score": 2.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 2.38, + "score": 2.12, "assumptions": { "scenarioStress": "moderate" } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -994,19 +994,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-09", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1020,8 +1020,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-09", "period": "2022", "status": "derived", @@ -1065,16 +1065,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-09", "period": "2022", "status": "observed", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,10 +1210,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336060.json b/landing/lenses/336060.json index fef47738a34789a0aa0e215265c50b6e779d4fc1..b661b2520be54aafbdac72dd9cea48626a8d22e0 100644 --- a/landing/lenses/336060.json +++ b/landing/lenses/336060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336260.json b/landing/lenses/336260.json index c52e6cfae0ff9dcfbd7df33c4578ea64f7718d62..25b326f52e62eaa107a97969e5b7401689862dad 100644 --- a/landing/lenses/336260.json +++ b/landing/lenses/336260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 19.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 23.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336370.json b/landing/lenses/336370.json index 082cfcd59ea68578157b589873d065f80afe2d5c..34419873051603ec19039ae50220613b942eccc6 100644 --- a/landing/lenses/336370.json +++ b/landing/lenses/336370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336570.json b/landing/lenses/336570.json index 3370845c8928b8ceaab79bd013af001bfcef80ef..566fc99cb6c9c6dd8f7fe4e833729d227bb20d52 100644 --- a/landing/lenses/336570.json +++ b/landing/lenses/336570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8692bca28f43", - "target": "336570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.408 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336680.json b/landing/lenses/336680.json index 87a35e1d6fa4d17be8d3542ddc96d0bd3cc744fe..a7e2d95b0b0ceafe1b379a0bc0374f09630bd0f2 100644 --- a/landing/lenses/336680.json +++ b/landing/lenses/336680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/337930.json b/landing/lenses/337930.json index 2700f6a867f167e46ecdd328d03eea052b9ef7b1..6bc16bc31bc3b644fc6db8a38ed9bc8e81fc8df9 100644 --- a/landing/lenses/337930.json +++ b/landing/lenses/337930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338220.json b/landing/lenses/338220.json index bc2f3323def7c6420b191d369985cafb2bcc6a07..61c61859b34165500bf49fa6ee75c2a33ed4b87c 100644 --- a/landing/lenses/338220.json +++ b/landing/lenses/338220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 152.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 158.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1369,7 +1369,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1387,8 +1387,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/338840.json b/landing/lenses/338840.json index 2a0f485fdb691710006f5db2c29073a4ab8c33eb..3bc84296c491a905e58dd622b72b8297a0742d03 100644 --- a/landing/lenses/338840.json +++ b/landing/lenses/338840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339770.json b/landing/lenses/339770.json index d503b884774dfd493406d22541dee7c4c384838f..df72342bb7a2515069cf8d01a524ff24be635d01 100644 --- a/landing/lenses/339770.json +++ b/landing/lenses/339770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1157,7 +1157,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,10 +1225,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1499,12 +1499,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c107e5dc13be", + "target": "339770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.225 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/339950.json b/landing/lenses/339950.json index 0c0ec09f8c9988c6bc1ad5c8db07d20a8117a9f0..737a29c3373dfe4457e6e2c3abc86350fae1dcc2 100644 --- a/landing/lenses/339950.json +++ b/landing/lenses/339950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,15 +1449,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/340360.json b/landing/lenses/340360.json index c83ff8e46b46108245ed583654b9f35ccb59aeb0..e80cc5b9a2d2e43ae2e6b1f6a981d32ea8794880 100644 --- a/landing/lenses/340360.json +++ b/landing/lenses/340360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 84점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 25.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 26.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -970,10 +970,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340440.json b/landing/lenses/340440.json index 2812c8ed8157ff854fbdede0b1f108675c6d6b9c..2175a7e5c855e8fac126644a60a6f8704ab22782 100644 --- a/landing/lenses/340440.json +++ b/landing/lenses/340440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,10 +1031,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340450.json b/landing/lenses/340450.json index f2d242d2416167718b96310aead5031fb7647eec..660e0264fbfc69e3bdab85622a9db7e7634d800e 100644 --- a/landing/lenses/340450.json +++ b/landing/lenses/340450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340570.json b/landing/lenses/340570.json index c64e46ca05df9ec184bf8a38e57ab1079f36cb2a..63f5f79ff4fefe78d75b976cfc07098bc8cf62a5 100644 --- a/landing/lenses/340570.json +++ b/landing/lenses/340570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,15 +1449,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/340810.json b/landing/lenses/340810.json index 1de282de42abc347a2242563b69dc1abe7cd3432..20aab50c845d90576519694723bdae5b7ac89461 100644 --- a/landing/lenses/340810.json +++ b/landing/lenses/340810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -749,7 +749,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -891,19 +891,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -924,8 +924,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,17 +970,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1049,7 +1049,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1058,7 +1058,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340930.json b/landing/lenses/340930.json index 1df1478966a6651718b9d5128274049cc5f6040d..7376ecdac91e0b8bd65add66414637bed191762f 100644 --- a/landing/lenses/340930.json +++ b/landing/lenses/340930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/341170.json b/landing/lenses/341170.json index 0413472e1f0622bfcbc7aaf7e6f61ce5a4ecdb7d..096b6d2a6485aa07205f104a87c15fe9bace4467 100644 --- a/landing/lenses/341170.json +++ b/landing/lenses/341170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2025", @@ -36,10 +36,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-13", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-13", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-13", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/342870.json b/landing/lenses/342870.json index c71c54209c064642fa8c6370da5756deb32f9e93..b66de88685f43673dc5e03d239f9dae713050c55 100644 --- a/landing/lenses/342870.json +++ b/landing/lenses/342870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/343090.json b/landing/lenses/343090.json index 427861719288fc74af37e815a24157f33177172a..53e760b11f369de7d4b5b1051802e5893e395326 100644 --- a/landing/lenses/343090.json +++ b/landing/lenses/343090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025-12-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -370,8 +370,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -383,7 +383,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025-12-26", "period": null, "status": "derived", @@ -401,9 +401,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025-12-26", "period": null, "status": "observed", @@ -414,7 +414,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -491,10 +491,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -537,10 +537,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -555,10 +555,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -569,7 +569,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344820.json b/landing/lenses/344820.json index 57e892787609a0f6413103373d98e6b3d97b9788..983fbaa5f76c339a783a9dc6f62dd207acc5dfd2 100644 --- a/landing/lenses/344820.json +++ b/landing/lenses/344820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344860.json b/landing/lenses/344860.json index 5032210f33c1847310c2fb51cc084accd25f5c73..2408864fe85344c4e62a0e5f79fa48a60fe320de 100644 --- a/landing/lenses/344860.json +++ b/landing/lenses/344860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -709,10 +709,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,10 +895,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -913,10 +913,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347000.json b/landing/lenses/347000.json index 428a370df96affc3e90b93bface52c119245475c..8c4381ccfbb80b6a1592e0ec58e35a65d345ac12 100644 --- a/landing/lenses/347000.json +++ b/landing/lenses/347000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,7 +856,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347700.json b/landing/lenses/347700.json index bfd470dcd9842289f152c40ed5f190bd9f77cca4..f50c2480db977f3e66961f72d42f905cc9d1a4eb 100644 --- a/landing/lenses/347700.json +++ b/landing/lenses/347700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -933,19 +933,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -966,8 +966,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -979,7 +979,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1012,17 +1012,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1091,7 +1091,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1100,7 +1100,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,12 +1335,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3bb1a4911a5f", + "target": "347700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/347740.json b/landing/lenses/347740.json index 3b60581dbd385e57b1c5b6afe7ec4d09a3757dce..a39449acf76585748a443f582274da24d05c9014 100644 --- a/landing/lenses/347740.json +++ b/landing/lenses/347740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347770.json b/landing/lenses/347770.json index 40a90f95b1a08e8f7d8dda90ee7b2e74f838c5ec..a90065e2d746c3641de1574da20c7220fa60c7bb 100644 --- a/landing/lenses/347770.json +++ b/landing/lenses/347770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 19.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 19.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347850.json b/landing/lenses/347850.json index 21531ce3065476e7082fdc39d6902fd39f0191fa..8e0bd6ab84aaa4afa907a113406e8e5c2625cfd8 100644 --- a/landing/lenses/347850.json +++ b/landing/lenses/347850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -482,14 +482,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -642,7 +642,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -655,7 +655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -697,8 +697,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -708,7 +708,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -733,7 +733,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347860.json b/landing/lenses/347860.json index 8744f46f98b1a57676722fd8312adaaa6ae4de8a..fc671e11b5989563b6546f02b44bd8c93ef11344 100644 --- a/landing/lenses/347860.json +++ b/landing/lenses/347860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347890.json b/landing/lenses/347890.json index 0d4610efdb6f6ec58a263d8d9d21ecc19f512a4d..b58225b418bd6a4a9a50e5f34187214279aebcf2 100644 --- a/landing/lenses/347890.json +++ b/landing/lenses/347890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1050,10 +1050,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348030.json b/landing/lenses/348030.json index aef4a90a840aa9dc25d098c28ad52997fcb84850..669548bb1f7e92e993538795a48fa673e673aa2d 100644 --- a/landing/lenses/348030.json +++ b/landing/lenses/348030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1027,7 +1027,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348080.json b/landing/lenses/348080.json index 6606ea16b616de19621114e1f6876370957cd0f1..22ead04efdf89477a601f632634fbcd4974196cb 100644 --- a/landing/lenses/348080.json +++ b/landing/lenses/348080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348150.json b/landing/lenses/348150.json index 4046d437cf3f9136ee499aad7516db0b744115f4..e1afd416a44764df8d50def956af24d6ebd49a29 100644 --- a/landing/lenses/348150.json +++ b/landing/lenses/348150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,7 +799,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 17.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -814,14 +814,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348210.json b/landing/lenses/348210.json index 5612a2fd4ba43a7bf43a3af74733780699db117c..27009de08c77302643183c21b3da7543bc2b47b3 100644 --- a/landing/lenses/348210.json +++ b/landing/lenses/348210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348340.json b/landing/lenses/348340.json index 0c2548d08fd41170a98cbd2dbe5db739a583b4e5..55d4b4b60f0c55f2c0aae8d3d385cd73215aee98 100644 --- a/landing/lenses/348340.json +++ b/landing/lenses/348340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 24.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 23.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348350.json b/landing/lenses/348350.json index dfca583a79710319566099f57301c18427ec6fac..f8a6509b4932b890a98c6643b389860f6cdbd9a6 100644 --- a/landing/lenses/348350.json +++ b/landing/lenses/348350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348370.json b/landing/lenses/348370.json index 39cb5149c0d9e932bb39519f160a1877aad4a010..825bc47cc3518a7117de9d54b1809f3d27eb1aa2 100644 --- a/landing/lenses/348370.json +++ b/landing/lenses/348370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 127.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 142.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348950.json b/landing/lenses/348950.json index ddf36cf16a0d10ab4712871c799f0c7e80431a00..8accf7ed3261b6836fedc42125846b8568085bb8 100644 --- a/landing/lenses/348950.json +++ b/landing/lenses/348950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-27", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-27", "period": "2025", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-27", "period": "2025", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/350520.json b/landing/lenses/350520.json index 206153148162ca79ac0f585bd40fcf0650c643f0..d58abe131329be816d42c7ef42fd7b9ec942cf48 100644 --- a/landing/lenses/350520.json +++ b/landing/lenses/350520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -402,7 +402,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -422,8 +422,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -471,7 +471,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -552,10 +552,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -579,10 +579,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -597,10 +597,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -619,7 +619,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -635,7 +635,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -651,7 +651,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351020.json b/landing/lenses/351020.json index 4dc8e0274718e3b081e52ba5882c19c4a1f0c2c4..87447db2bd5629fb09a11f523b866b86f90448b9 100644 --- a/landing/lenses/351020.json +++ b/landing/lenses/351020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -377,8 +377,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -408,10 +408,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -421,7 +421,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351320.json b/landing/lenses/351320.json index 8abf633b35db58750b8b5a011e36f54743900688..46e01902c4666348c7a8233d5cf9cd098072116f 100644 --- a/landing/lenses/351320.json +++ b/landing/lenses/351320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1352,7 +1352,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1370,8 +1370,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/351330.json b/landing/lenses/351330.json index 983e177b72dae982d024ea2d9fc420f9fd11dffa..faa2046ff79e30c598637806932ea3875206745f 100644 --- a/landing/lenses/351330.json +++ b/landing/lenses/351330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351870.json b/landing/lenses/351870.json index de521d3b3d0b96d88209f526a5c0e773a1ac2f9e..0a100efe1af4bc5591c4eb1d3a467149ac7e4ba9 100644 --- a/landing/lenses/351870.json +++ b/landing/lenses/351870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -559,7 +559,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 25.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 24.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -702,10 +702,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -790,8 +790,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352090.json b/landing/lenses/352090.json index 4bcd342d6c683e6b0caaf24830a9cc7cde755b0b..2213bca63fbe9592a46dd7b95813a8d677390ce4 100644 --- a/landing/lenses/352090.json +++ b/landing/lenses/352090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -551,18 +551,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.89, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 6.89, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,14 +746,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.89, + "score": 6.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.31, + "grade": "dCR-AA", + "score": 7.31, "assumptions": { "scenarioStress": "moderate" } @@ -769,11 +769,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -829,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -956,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1002,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1039,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1155,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1373,7 +1368,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1395,7 +1390,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1413,8 +1408,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/352480.json b/landing/lenses/352480.json index 167ee89bd3a8d26935c759b306beb949e553f3c1..e9afd8c3c593406fd520adf7d9564fe22918cadf 100644 --- a/landing/lenses/352480.json +++ b/landing/lenses/352480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352700.json b/landing/lenses/352700.json index 395006f567eae59892d0e803555d380b84a2c2dd..06d31cb5310de0b22a6128d0137f3919acc2ef4e 100644 --- a/landing/lenses/352700.json +++ b/landing/lenses/352700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352770.json b/landing/lenses/352770.json index c9088fe702b4df6012a06577f8f419ad0d059b45..b67c80a1f6303ec3904c42e8340439bf97583385 100644 --- a/landing/lenses/352770.json +++ b/landing/lenses/352770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352820.json b/landing/lenses/352820.json index b54bc3cbadba3c2b4f3e9fd7e7748be447a89e9d..948f6cc176e3464fad43c06d136819f13e6c9dcf 100644 --- a/landing/lenses/352820.json +++ b/landing/lenses/352820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.68, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.93, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.68, + "score": 30.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.5, + "score": 31.75, "assumptions": { "scenarioStress": "moderate" } @@ -860,6 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1035,7 +1036,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1048,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1091,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1126,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1201,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,7 +1413,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1434,7 +1435,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1452,15 +1453,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/352910.json b/landing/lenses/352910.json index 67bcfa5cd40d079504d8ac6d710e0becc561714e..89f670adf2e7a07ef2ab72f2595d3a9f60b1357c 100644 --- a/landing/lenses/352910.json +++ b/landing/lenses/352910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352940.json b/landing/lenses/352940.json index 65d64be48334929adba68748292fe60490a0dc34..da0d055892b2a605b8a8c8408e39d8305426152d 100644 --- a/landing/lenses/352940.json +++ b/landing/lenses/352940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.00, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.35, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,15 +776,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.0, + "grade": "dCR-A-", + "score": 17.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.17, + "grade": "dCR-A-", + "score": 18.34, "assumptions": { "scenarioStress": "moderate" } @@ -855,11 +855,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353190.json b/landing/lenses/353190.json index 3e6926d2b5ea8b933fe9f6bf48e274de4841845b..d1407a0083cc8612c547018f013595cc3c93d911 100644 --- a/landing/lenses/353190.json +++ b/landing/lenses/353190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1075,10 +1075,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353200.json b/landing/lenses/353200.json index 4b868f1433822d66a9043d4966a824f843240be2..e5ac161964acd20b510980badbd216acea474379 100644 --- a/landing/lenses/353200.json +++ b/landing/lenses/353200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353590.json b/landing/lenses/353590.json index c1cc671e8969c25a37c0260ce03ac33f39cb7dc2..7da42cfca87155cd3b37de697b32505d5c31d6e1 100644 --- a/landing/lenses/353590.json +++ b/landing/lenses/353590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353810.json b/landing/lenses/353810.json index 9a3bcd3bf880942024f93d1ecf34ba266c41fce6..9eb4ac3419444e16261523df941ff86f801cbec6 100644 --- a/landing/lenses/353810.json +++ b/landing/lenses/353810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,8 +1589,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/354200.json b/landing/lenses/354200.json index 330a6ff6596ef5d4c5cef360f84d3b117e5b8cb4..5ca7dda2f6e618d7e6f50adbcb86e968e272a09c 100644 --- a/landing/lenses/354200.json +++ b/landing/lenses/354200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 247.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 278.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -970,7 +970,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/354320.json b/landing/lenses/354320.json index 7844c60fc1db80aa3407182f90c8ebf2a141c2fc..bbf29c0a47e779d276015e92c5285bd89fcbbe16 100644 --- a/landing/lenses/354320.json +++ b/landing/lenses/354320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355150.json b/landing/lenses/355150.json index 473be350aa7d79847eef51472e0cd40ecaeef4a8..b399c2d09a2aeeca1ee0d684613dd68660b6c721 100644 --- a/landing/lenses/355150.json +++ b/landing/lenses/355150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -485,14 +485,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,8 +664,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -684,7 +684,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,10 +798,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355390.json b/landing/lenses/355390.json index 2551de5466d4de69ddb89eabe3baa52c9a53d2df..5fda3b1b5c77de3de98d371c3d66f764e12bafef 100644 --- a/landing/lenses/355390.json +++ b/landing/lenses/355390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 187.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 190.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355690.json b/landing/lenses/355690.json index 6d30a687ec130ebeb04b678ec138d04bcbe1e073..fe089fc02691828af9bb2b8f94d7f1ac547a6dd9 100644 --- a/landing/lenses/355690.json +++ b/landing/lenses/355690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -704,19 +704,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -737,8 +737,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -750,7 +750,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -770,8 +770,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -783,17 +783,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -828,7 +828,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -862,7 +862,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -871,7 +871,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -903,10 +903,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1126,12 +1126,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4967b9f27673", + "target": "355690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/356680.json b/landing/lenses/356680.json index 0ce6a74e2e6caf9074537198a92aceb9ca577a2d..f0993ffb1aeb62c24cabfac8ea50ad8975844de7 100644 --- a/landing/lenses/356680.json +++ b/landing/lenses/356680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -516,14 +516,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -643,10 +643,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -695,8 +695,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -715,7 +715,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356860.json b/landing/lenses/356860.json index 65ff27fab5c6b92b727e37a433e241a2766b66ac..1c55cff98d45c1a5d05edb05059efffc11a71719 100644 --- a/landing/lenses/356860.json +++ b/landing/lenses/356860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -914,19 +914,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,17 +993,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1072,7 +1072,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1081,7 +1081,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1140,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1425,12 +1425,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3084a6a0f7df", + "target": "356860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.421 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/356890.json b/landing/lenses/356890.json index a2865da6d5b4ce5f78e9a21d640884366daa2c8b..7c367e47bd3259eb18c551be8c8c47a11c8bdf39 100644 --- a/landing/lenses/356890.json +++ b/landing/lenses/356890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357230.json b/landing/lenses/357230.json index b1b89a14557af44ff49c7a38b8d44cf091d980ba..fee85052f5ebb39feb73dbba4dc6c1f5ebd5eb3b 100644 --- a/landing/lenses/357230.json +++ b/landing/lenses/357230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357430.json b/landing/lenses/357430.json index b14b2ce33a1893e374affbee5d6234484e8c45d4..3a8daeaccb7c15e03b7c28f5ded248949c9e9bc6 100644 --- a/landing/lenses/357430.json +++ b/landing/lenses/357430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -411,8 +411,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357550.json b/landing/lenses/357550.json index 89d58696bb1b699895af0243839f211b3931dd2e..d5936234f18335621f1c62a1a8f643c7312a06b2 100644 --- a/landing/lenses/357550.json +++ b/landing/lenses/357550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1217,10 +1217,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1235,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357580.json b/landing/lenses/357580.json index 8b08c904fd26f453a36838385c13b6057abb546f..972f9cfe98b67e0451f978a8b405fab86fa2a788 100644 --- a/landing/lenses/357580.json +++ b/landing/lenses/357580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,10 +1167,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1185,10 +1185,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357780.json b/landing/lenses/357780.json index 75a6788972e566bffb6f466a93038cf41f49a8e8..a04e7ea7d9187b6bf7b7fd20227a6e0209a9807f 100644 --- a/landing/lenses/357780.json +++ b/landing/lenses/357780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1004,19 +1004,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1083,17 +1083,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1162,7 +1162,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1171,7 +1171,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357880.json b/landing/lenses/357880.json index ebdd5331fd7a003d7b13841c0bfb045c18a43fe3..e816215efe3ee2cea26e54a9545ffc988c8e0e6e 100644 --- a/landing/lenses/357880.json +++ b/landing/lenses/357880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -709,14 +709,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -882,7 +882,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -935,7 +935,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1276,7 +1276,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1294,15 +1294,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/358570.json b/landing/lenses/358570.json index ec44423a4ddf5e79b1277d48f0f344c13f92cd27..a33ca846fca63e6ef6c3e6331dc9756c1556023a 100644 --- a/landing/lenses/358570.json +++ b/landing/lenses/358570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -503,14 +503,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -630,10 +630,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -682,8 +682,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/359090.json b/landing/lenses/359090.json index f2189fbb7b68f5248ca7422bed58a9a8bafc6cc8..d985374865a3ed76b8165128add5cf8ab3e53076 100644 --- a/landing/lenses/359090.json +++ b/landing/lenses/359090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,88 +1392,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b5055c5cda6c", - "target": "359090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/360070.json b/landing/lenses/360070.json index dd76ff18b62adc7d4107e1892de95ed80fe5a0d1..915ed5eb08b192b373c62edddec8f875b045a958 100644 --- a/landing/lenses/360070.json +++ b/landing/lenses/360070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360350.json b/landing/lenses/360350.json index e414c7a4a64b7f3e7cadfbd7175bb93cbf2c1276..ec4e91d5d186f84d2b8094dc23cf088b738194ed 100644 --- a/landing/lenses/360350.json +++ b/landing/lenses/360350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -925,7 +925,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1331,7 +1331,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1349,15 +1349,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/361390.json b/landing/lenses/361390.json index 48d4eac886e5096e4872109794e54042596f2408..f20993b14ef13e6ddf0f1b201b622fae2043c16f 100644 --- a/landing/lenses/361390.json +++ b/landing/lenses/361390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361570.json b/landing/lenses/361570.json index d3f22f831f26f3949406ce79d09c3cec5d10db52..49c015f10991fc5845f7e011eb7eff5da6af13f0 100644 --- a/landing/lenses/361570.json +++ b/landing/lenses/361570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361610.json b/landing/lenses/361610.json index dfad63e827d6bba13e1ca656bf65037c30737517..264675a905f85138499235a4a75b17338880bb55 100644 --- a/landing/lenses/361610.json +++ b/landing/lenses/361610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 7774.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 8515.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -915,10 +915,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -948,8 +948,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -961,7 +961,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,10 +1001,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1095,10 +1095,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1114,10 +1114,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,10 +1141,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361670.json b/landing/lenses/361670.json index bf489335bff948d8f8f3849adb99be708a58f40b..1c8f164450e30d5e420e61c7c6fa83bfbcc2f7f8 100644 --- a/landing/lenses/361670.json +++ b/landing/lenses/361670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -856,7 +856,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -869,8 +869,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -900,7 +900,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -996,10 +996,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,7 +1027,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362320.json b/landing/lenses/362320.json index 0fb63ab38ab88c6a9ca21989c25fb31e231bde08..f0b7c2ae4cf45f841b74d3e27ff76103f85b7b1d 100644 --- a/landing/lenses/362320.json +++ b/landing/lenses/362320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362990.json b/landing/lenses/362990.json index 7cb64dfd57ff409749002d04603bb49c55285cdd..93cf78768d0b52e7204e4f7ce755bc4c698b6a7f 100644 --- a/landing/lenses/362990.json +++ b/landing/lenses/362990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363250.json b/landing/lenses/363250.json index a2c4cb1bf6a6504c0d2b3815a11b40ad0cd3aa58..283d837b89fb6992d505a9f3f8527b76501a70f6 100644 --- a/landing/lenses/363250.json +++ b/landing/lenses/363250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363260.json b/landing/lenses/363260.json index 0ec4740348de9ff1a4d46789b1ec82b7a2446d36..4a10e5a3ae6c25bce9514207c4e6ddbba1341161 100644 --- a/landing/lenses/363260.json +++ b/landing/lenses/363260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,14 +870,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -997,10 +997,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1177,10 +1177,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1196,10 +1196,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1407,7 +1407,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1429,7 +1429,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1447,8 +1447,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/363280.json b/landing/lenses/363280.json index 23e83fd5dfe59dabd8fee2c869aa32645470cb3b..7725e66ae53f5773026713c4b520600d66fc7750 100644 --- a/landing/lenses/363280.json +++ b/landing/lenses/363280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/364950.json b/landing/lenses/364950.json index 919cd406d903807ae9bd9ba1d5a67c6e04a3f0d7..9f8e9d7e84807ffff0ed0a4dff138b66b53b494f 100644 --- a/landing/lenses/364950.json +++ b/landing/lenses/364950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365270.json b/landing/lenses/365270.json index 9e788446c224936e9acda3d4343c9b95c1671e25..8d3c7c7bdd458250eeab654f54db93346df4ed1d 100644 --- a/landing/lenses/365270.json +++ b/landing/lenses/365270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -939,7 +939,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365330.json b/landing/lenses/365330.json index f0d3dd24799aae4eb4c2ea19ee711dea673bb4d0..2ece82ffca99a88b1ed0c385eef39a02c9ea0d6e 100644 --- a/landing/lenses/365330.json +++ b/landing/lenses/365330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365340.json b/landing/lenses/365340.json index 3daf70ff61a26e6d5431e3d65c6536a2c1a89c2a..47cb36c496a41422f2001fd9a5ff7921876a126f 100644 --- a/landing/lenses/365340.json +++ b/landing/lenses/365340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,10 +1123,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1141,10 +1141,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365590.json b/landing/lenses/365590.json index 51efd9c6042386e58af830b3e832da0333a060b9..241b69b637d367b7125b359ebb922d8edad02155 100644 --- a/landing/lenses/365590.json +++ b/landing/lenses/365590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -429,13 +429,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -624,14 +624,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -770,8 +770,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -801,10 +801,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -814,7 +814,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -910,10 +910,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365660.json b/landing/lenses/365660.json index ba4682b7d49ec9f5962443d4710387e604faa6fc..70d629ec5b2e9ae2b1a39059f5fa92a0a443c503 100644 --- a/landing/lenses/365660.json +++ b/landing/lenses/365660.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/365900.json b/landing/lenses/365900.json index e2f04c2f118088dd2ee74fd413e3004b639ab9a4..22daa1588180e05b190e718dcdf1a5f3bb1fb801 100644 --- a/landing/lenses/365900.json +++ b/landing/lenses/365900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 43.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.58, + "score": 43.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.33, + "score": 44.45, "assumptions": { "scenarioStress": "moderate" } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/366030.json b/landing/lenses/366030.json index eaace0f2ebe4af0178917cfaf8c30c78e6eb90d5..340be33cfff98d8bd59d3b04537c3ff52d39aef0 100644 --- a/landing/lenses/366030.json +++ b/landing/lenses/366030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/367000.json b/landing/lenses/367000.json index 6dcb740187666ca4d5999623070450d5479cbc52..fa7eae84ced0256a803adb66041db42f6b07d6fe 100644 --- a/landing/lenses/367000.json +++ b/landing/lenses/367000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -508,18 +508,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.81, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.72, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -702,15 +702,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.81, + "grade": "dCR-BBB+", + "score": 20.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.98, + "grade": "dCR-BBB+", + "score": 20.92, "assumptions": { "scenarioStress": "moderate" } @@ -775,11 +775,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368600.json b/landing/lenses/368600.json index 7b14eca6ba9e2bd5d20507dbe85745b5bad590cd..64476601776b7070edaee9abefe2b737d4e152e0 100644 --- a/landing/lenses/368600.json +++ b/landing/lenses/368600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 122.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -906,19 +906,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-09-11", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-11", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-11", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1064,7 +1064,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1073,7 +1073,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,88 +1308,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:52cddd94d313", - "target": "368600", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/368770.json b/landing/lenses/368770.json index 84f844aceeece1d307b266fbc49ac94abe44c3b7..b566827c11e2822cbf01e04d07389e193bd88f5c 100644 --- a/landing/lenses/368770.json +++ b/landing/lenses/368770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1391,7 +1391,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1413,7 +1413,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1431,8 +1431,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/368970.json b/landing/lenses/368970.json index 405e40754ea9097912ef4b8c5582ab332d564fda..fef9aa01eecb2d6a1475415d89107810af1d9264 100644 --- a/landing/lenses/368970.json +++ b/landing/lenses/368970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/369370.json b/landing/lenses/369370.json index d842769bf5875fc744715f4a1c8522e108eddbaf..0360ef361ea2ca449b5b1249f6e11df264258d68 100644 --- a/landing/lenses/369370.json +++ b/landing/lenses/369370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 25.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 26.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/370090.json b/landing/lenses/370090.json index 6a2d7dc1e6be7690c634083e86c40849d6b97f60..cb99610c1e2c44ed321f2475d76b343f24434b07 100644 --- a/landing/lenses/370090.json +++ b/landing/lenses/370090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1070,10 +1070,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/371950.json b/landing/lenses/371950.json index ee1605e48aa9cd8bcf34d1d7e9095e10705305bf..6a45acab29ce0c1be0e24dba4c03e65dc56a0405 100644 --- a/landing/lenses/371950.json +++ b/landing/lenses/371950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 313.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 304.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,17 +999,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1078,7 +1078,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1087,7 +1087,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372170.json b/landing/lenses/372170.json index 10a246794041ae1971c7a9d01a34fd7113f8350e..9140f053a4ffd7227dd5364f64321af53e36ffa6 100644 --- a/landing/lenses/372170.json +++ b/landing/lenses/372170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -970,15 +970,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,7 +1128,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1137,7 +1137,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,88 +1372,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:75ea61c59603", - "target": "372170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/372320.json b/landing/lenses/372320.json index d621700f2c4a8df684be4276dbcb92d24afc0d2f..4a209175e1fee1d6faf395d823118f8510becb05 100644 --- a/landing/lenses/372320.json +++ b/landing/lenses/372320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -517,14 +517,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -644,19 +644,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -677,8 +677,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -710,8 +710,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -723,17 +723,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -743,7 +743,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -768,7 +768,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -802,7 +802,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -811,7 +811,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -824,10 +824,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -843,10 +843,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,12 +1082,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:957d77cf04ae", + "target": "372320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/372800.json b/landing/lenses/372800.json index db823223c13aab7d8c27eab3ea598bf0f8c37767..533fa2dac54884149f3454113e6e868f61e00c56 100644 --- a/landing/lenses/372800.json +++ b/landing/lenses/372800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372910.json b/landing/lenses/372910.json index bec9d1edd0024fb3af2892e90d90683227494541..e853fdb77952bea4e1fcd3ae9cd069f26c67ba94 100644 --- a/landing/lenses/372910.json +++ b/landing/lenses/372910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373110.json b/landing/lenses/373110.json index 304ce7feacba74131a8421572e642e569aa0ad9d..003536ef817475b1e21c1e516f2f5ece7072f6d5 100644 --- a/landing/lenses/373110.json +++ b/landing/lenses/373110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -911,8 +911,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -942,10 +942,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -955,7 +955,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -964,7 +964,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1051,10 +1051,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,7 +1074,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373160.json b/landing/lenses/373160.json index 3db5c05458e6d4f40999ac510124b8de5b25a0c4..70e9268df1a92ecdb63bf52048c9e745a4c83927 100644 --- a/landing/lenses/373160.json +++ b/landing/lenses/373160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373170.json b/landing/lenses/373170.json index 63392011e61e83c82cdbe4e5b880b65e66e0b92f..85890b33bb3c48644d4c3da9e8e57f48350b65ce 100644 --- a/landing/lenses/373170.json +++ b/landing/lenses/373170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373200.json b/landing/lenses/373200.json index a42b815a9eeb5a40dc3532b762a06136e54a01ef..331d1825491077d3f03e55ed9844bf3d074a98d5 100644 --- a/landing/lenses/373200.json +++ b/landing/lenses/373200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -943,7 +943,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -956,7 +956,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -976,8 +976,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1151,10 +1151,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373220.json b/landing/lenses/373220.json index 7a8b0b305f5858ac8314c301c690060b82f6847d..5f8d92e5f8408480acdd81b618b69f596f992818 100644 --- a/landing/lenses/373220.json +++ b/landing/lenses/373220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -578,18 +578,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 32.16, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.41, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -774,14 +774,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 32.16, + "score": 34.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 33.08, + "score": 35.33, "assumptions": { "scenarioStress": "moderate" } @@ -858,7 +858,7 @@ "reasons": [ "중대형기업 (매출 24조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 82조 (시장 지위)" + "시가총액 78조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/375500.json b/landing/lenses/375500.json index 176f7d293dcfc71f8688c78a4a48ae7774666b87..c1289ce516236e2f774cdb407bff480a1418cf97 100644 --- a/landing/lenses/375500.json +++ b/landing/lenses/375500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -992,19 +992,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,17 +1071,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,7 +1150,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1159,7 +1159,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376180.json b/landing/lenses/376180.json index d9e3ae37ac4f8c0f38aa2ce56aa5aed8160c2fe2..44c2b95f854da0c115033584122563dbddfeae25 100644 --- a/landing/lenses/376180.json +++ b/landing/lenses/376180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1008,7 +1008,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376270.json b/landing/lenses/376270.json index 558e8c8359e4f54941209ea44e4d1d33bb63edb1..eecec52321da861cb2f2c1cb65768ff9d114e54d 100644 --- a/landing/lenses/376270.json +++ b/landing/lenses/376270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376290.json b/landing/lenses/376290.json index fac4836bf58a758ed8393a43461579ca30483e51..8b9d7a1a54f2deaa9188b3f2bad427017aee4043 100644 --- a/landing/lenses/376290.json +++ b/landing/lenses/376290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376300.json b/landing/lenses/376300.json index 632eab63632ca023d14bddff773fa417ab070ba7..587759dfcfa1cd10cb615fca9bf128f7291f6dab 100644 --- a/landing/lenses/376300.json +++ b/landing/lenses/376300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376900.json b/landing/lenses/376900.json index 0ced781e0f9730f9e1af032e2a88a46f92314c16..cbadc5dab703e67990a0ed07fcf22784013e4b44 100644 --- a/landing/lenses/376900.json +++ b/landing/lenses/376900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1191.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 744.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,88 +1303,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f87d2da38a61", - "target": "376900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376930.json b/landing/lenses/376930.json index 778f33c3720e5160303ee83193d4949d245ce73c..742a8166c361810451723f84986e3b6f6f16fdc6 100644 --- a/landing/lenses/376930.json +++ b/landing/lenses/376930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 563.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 597.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -923,19 +923,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376980.json b/landing/lenses/376980.json index 6c859f5b32f641125c54b07462e371c7a4b4dcbe..5ec4b6fb18bff9c29dcf7feda4327e104d701bfa 100644 --- a/landing/lenses/376980.json +++ b/landing/lenses/376980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377030.json b/landing/lenses/377030.json index 22e04df7bb7853633a46f7c31098b8f832507d6b..72bed087f6e781a0d88cd8810b3ca8caa3f9376f 100644 --- a/landing/lenses/377030.json +++ b/landing/lenses/377030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 843.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 851.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377190.json b/landing/lenses/377190.json index 105e6473d9da47dc575fa2e329c9c6757c0b5a72..8f1db431dc3d161ad077e3b5b1f17d082e8d57d7 100644 --- a/landing/lenses/377190.json +++ b/landing/lenses/377190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -411,8 +411,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377220.json b/landing/lenses/377220.json index 092a7f3d890e733fa2954d828490962e6cc41a86..8455a67879ba5496a25b2f7d6c073b79bb1de65d 100644 --- a/landing/lenses/377220.json +++ b/landing/lenses/377220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "유동성 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377300.json b/landing/lenses/377300.json index 403d8b2edd0b98a625a9b441c8f889b4c1fb8dce..ef9092e4116181f3a68c792518c2c3b6877e6942 100644 --- a/landing/lenses/377300.json +++ b/landing/lenses/377300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -645,14 +645,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -772,10 +772,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -860,8 +860,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -896,7 +896,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -952,10 +952,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -994,7 +994,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1002,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1270,7 +1270,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1288,8 +1288,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/377330.json b/landing/lenses/377330.json index 1fc5817af85abc3b23d232184164e668100f8f4b..bd39022c455e45029b857ce9d104172f4c18dd2b 100644 --- a/landing/lenses/377330.json +++ b/landing/lenses/377330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -923,19 +923,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377450.json b/landing/lenses/377450.json index 3126182289310bf2009795ee7dc80e75a095385e..65fd18bac07f8c23aa951a36c265b16f0d88a7f3 100644 --- a/landing/lenses/377450.json +++ b/landing/lenses/377450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377460.json b/landing/lenses/377460.json index 7b1eaf13eb3ab72594f67209b70897456473597c..ede55d12e82260872c4ff676bdd6202740d5438c 100644 --- a/landing/lenses/377460.json +++ b/landing/lenses/377460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1092,10 +1092,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377480.json b/landing/lenses/377480.json index 5d095a62322a85a6370df747f0d7cb3a67424982..f7fd062281f97603ea1e26a7e6a8840ebf51fcb9 100644 --- a/landing/lenses/377480.json +++ b/landing/lenses/377480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 49.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,15 +701,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 49.34, + "grade": "dCR-BB-", + "score": 45.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 50.06, + "grade": "dCR-BB-", + "score": 46.44, "assumptions": { "scenarioStress": "moderate" } @@ -774,12 +774,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 10.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -921,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -954,7 +953,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -967,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1008,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1120,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377740.json b/landing/lenses/377740.json index a2533df296fb9dea869163ab509ee925150f0701..2021b7ac492ae8efd85c3f71b994f0d83e205028 100644 --- a/landing/lenses/377740.json +++ b/landing/lenses/377740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378340.json b/landing/lenses/378340.json index e882eb6c8aa4abe2bd768ca21526600fa18e9142..eb50ede7d5f3119010a99e3f57cd7466839dcce8 100644 --- a/landing/lenses/378340.json +++ b/landing/lenses/378340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378800.json b/landing/lenses/378800.json index acc91cbf8657e267b00368eb299722fcade5ab6c..10cf6a1aad5870013d2202f310952874c0bf78d9 100644 --- a/landing/lenses/378800.json +++ b/landing/lenses/378800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -793,7 +793,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -813,8 +813,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -835,8 +835,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -871,7 +871,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -946,10 +946,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378850.json b/landing/lenses/378850.json index a5bb99b07910712a59c6c6ee54201abfc3af7308..31c1c21764f41b4b6c2f7d18878a9fd7de9bb3db 100644 --- a/landing/lenses/378850.json +++ b/landing/lenses/378850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380540.json b/landing/lenses/380540.json index cbfd2d45492e5054c9d56346f990852a111663a2..acfd47d5732a0494d96395e79177712c2e1f5764 100644 --- a/landing/lenses/380540.json +++ b/landing/lenses/380540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-21", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-21", "period": "2025", "status": "derived", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-21", "period": "2025", "status": "observed", @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380550.json b/landing/lenses/380550.json index 319a88e2345bead44d9d502cc2e262c9fb5dbd0e..2a7e38edaa37e27e620bba00d31a7aab26f3c074 100644 --- a/landing/lenses/380550.json +++ b/landing/lenses/380550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +687,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -705,10 +705,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381620.json b/landing/lenses/381620.json index 17be6346a7b41c6f6b9d3ddb59bda6c70a616f9a..9a84a02f112b5c90feab4955e996ed9b3668128d 100644 --- a/landing/lenses/381620.json +++ b/landing/lenses/381620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381970.json b/landing/lenses/381970.json index 7c222e557c103964dc334bbee1c20c89cf518ebd..87c957f0f5d47d09683f67699b1bfd1c8a55a812 100644 --- a/landing/lenses/381970.json +++ b/landing/lenses/381970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382150.json b/landing/lenses/382150.json index e7d3e780e78fdcd36e0451a149a6dcd4b2deb988..5555c8d79c5916c40514ac825cc67bf0e0ee9238 100644 --- a/landing/lenses/382150.json +++ b/landing/lenses/382150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -560,14 +560,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -687,10 +687,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -720,7 +720,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -733,7 +733,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -811,7 +811,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -867,10 +867,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -886,10 +886,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382480.json b/landing/lenses/382480.json index ca0bf402781859477c80132f058c8cda1aec2a97..d9d51c4e66b19ea64622973f1397173cad1bab08 100644 --- a/landing/lenses/382480.json +++ b/landing/lenses/382480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382800.json b/landing/lenses/382800.json index ca1112477a47d74f87ba50af5b62f391b3da798b..6107a869f83697fa5b15cdccff73d449c01556b1 100644 --- a/landing/lenses/382800.json +++ b/landing/lenses/382800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -982,19 +982,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,17 +1061,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1384,88 +1384,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c4c2f6054d1a", - "target": "382800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/382840.json b/landing/lenses/382840.json index 8a5434f1b6ce705fba205c559e2daa8c914809e7..790cdee7184e74a8097c1768401628d9c75a4586 100644 --- a/landing/lenses/382840.json +++ b/landing/lenses/382840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 180.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 200.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382900.json b/landing/lenses/382900.json index e2feb7ca6810f856917ca856d56f675dc961d29f..0820d57fdae4906d7b66f31fd52285a3225a53e6 100644 --- a/landing/lenses/382900.json +++ b/landing/lenses/382900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.60%). 최근 주가 하락이 반영된 결과", "D/EBITDA 143.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,10 +1057,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1070,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383220.json b/landing/lenses/383220.json index 9bc3dcf4c4cfb6b198e2be3f2849166a6b5cbbaa..0f9714d75793f4318659efa5583a4597774920b9 100644 --- a/landing/lenses/383220.json +++ b/landing/lenses/383220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,10 +1070,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383310.json b/landing/lenses/383310.json index 37a46036d2e3a5f3e8c363028463496a0ec76a6e..9ed1651cd8059e2b363fd3c17ea5e4c673e777ef 100644 --- a/landing/lenses/383310.json +++ b/landing/lenses/383310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 7.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383800.json b/landing/lenses/383800.json index ff2fcd672129c1cb78ad9dcc41657da4a133bd7f..ee4ee2272963487d075e6303791a852d25b9dd14 100644 --- a/landing/lenses/383800.json +++ b/landing/lenses/383800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -868,7 +868,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -934,7 +934,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383930.json b/landing/lenses/383930.json index 73d0f3baf47e6180cee86dc199a4eb098ad86f03..e511d43f74953f6add57bcc37572db3ff5e19538 100644 --- a/landing/lenses/383930.json +++ b/landing/lenses/383930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/384470.json b/landing/lenses/384470.json index e476201352e951c5fa6905181052fca09a2b8595..be96b1342fa5c91fffa59ad3d093b2e781814ad4 100644 --- a/landing/lenses/384470.json +++ b/landing/lenses/384470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -840,7 +840,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/386380.json b/landing/lenses/386380.json index 8d1c16aa9eaadec219ae48a7da20b32b9d0e7e6f..851270b6b26438bfd364e77c80a0137d9bc373e0 100644 --- a/landing/lenses/386380.json +++ b/landing/lenses/386380.json @@ -9,939 +9,7 @@ "quant", "macro" ], - "products": { - "analysis": { - "schemaVersion": 1, - "identity": { - "target": "386380", - "market": "KR", - "engine": "analysis", - "axis": "종합평가", - "version": "1" - }, - "time": { - "asOf": "2026-10-18", - "dataAsOf": { - "latestPeriod": null, - "retrievedAt": "2026-10-18" - }, - "period": null, - "knowledgeBoundary": "2026-10-18" - }, - "status": "blocked", - "conclusion": { - "label": "판단 보류", - "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." - }, - "confidence": { - "level": "blocked", - "score": 0.0, - "method": "requiredDomainCoverage" - }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.earnings.marginTrend" - }, - { - "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.earnings.growthTrend" - }, - { - "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.cash.cashQuality" - }, - { - "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.resilience.leverageTrend" - }, - { - "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.resilience.coverageTrend" - }, - { - "id": "analysis.quality.earningsQualityFlags", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.quality.earningsQualityFlags" - } - ], - "scenarios": [], - "falsifiers": [], - "payload": { - "blockRefs": [ - "scorecard", - "piotroski", - "summaryFlags", - "representative" - ], - "coverage": { - "requiredDomains": [ - "earnings", - "cash", - "resilience", - "quality" - ], - "observedRequiredDomains": 0, - "domainCoverage": { - "earnings": { - "status": "missing", - "observed": 0, - "expected": 2 - }, - "cash": { - "status": "missing", - "observed": 0, - "expected": 1 - }, - "resilience": { - "status": "missing", - "observed": 0, - "expected": 2 - }, - "quality": { - "status": "missing", - "observed": 0, - "expected": 1 - } - }, - "observedComponents": 0, - "totalComponents": 6, - "components": [ - { - "id": "earnings.marginTrend", - "domain": "earnings", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - }, - { - "id": "earnings.growthTrend", - "domain": "earnings", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.earnings.growthTrend", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - }, - { - "id": "cash.cashQuality", - "domain": "cash", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.cash.cashQuality", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - }, - { - "id": "resilience.leverageTrend", - "domain": "resilience", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.resilience.leverageTrend", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - }, - { - "id": "resilience.coverageTrend", - "domain": "resilience", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.resilience.coverageTrend", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - }, - { - "id": "quality.earningsQualityFlags", - "domain": "quality", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - } - ] - }, - "assessment": { - "label": "판단 보류", - "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", - "score": null, - "drivers": [], - "positiveDrivers": [], - "negativeDrivers": [] - } - } - }, - "industry": { - "schemaVersion": 1, - "identity": { - "target": "386380", - "market": "KR", - "engine": "industry", - "axis": "회사위치", - "version": "1" - }, - "time": { - "asOf": "2026-10-18", - "dataAsOf": { - "mappingUpdatedAt": null, - "financialPeriod": null, - "retrievedAt": "2026-10-18" - }, - "period": null, - "knowledgeBoundary": "2026-10-18" - }, - "status": "blocked", - "conclusion": { - "label": "산업 위치 판단 불가", - "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." - }, - "confidence": { - "level": "blocked", - "score": 0.0, - "method": "mappingConfidenceAndBlockCoverage" - }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ - { - "id": "industry.position", - "status": "blocked", - "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", - "sourceRef": "blockedReason" - }, - { - "id": "industry.position", - "status": "missing", - "reason": "position 근거를 확보하지 못했습니다.", - "sourceRef": "position" - }, - { - "id": "industry.sectorMetrics", - "status": "missing", - "reason": "sectorMetrics 근거를 확보하지 못했습니다.", - "sourceRef": "sectorMetrics" - }, - { - "id": "industry.sectorCycle", - "status": "missing", - "reason": "sectorCycle 근거를 확보하지 못했습니다.", - "sourceRef": "sectorCycle" - }, - { - "id": "industry.profitPool", - "status": "missing", - "reason": "profitPool 근거를 확보하지 못했습니다.", - "sourceRef": "profitPool" - }, - { - "id": "industry.relationships", - "status": "missing", - "reason": "relationships 근거를 확보하지 못했습니다.", - "sourceRef": "relationships" - }, - { - "id": "industry.concentration", - "status": "missing", - "reason": "concentration 근거를 확보하지 못했습니다.", - "sourceRef": "concentration" - }, - { - "id": "industry.demandPricingDriver", - "status": "unsupported", - "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", - "sourceRef": "taxonomy" - } - ], - "scenarios": [], - "falsifiers": [ - { - "id": "positionRemap", - "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", - "sourceRef": "stage" - } - ], - "payload": { - "blockRefs": [ - "industry", - "stage", - "sectorMetrics", - "sectorCycle", - "profitPool", - "relationships", - "concentration" - ], - "coverage": { - "observedBlocks": 0, - "totalBlocks": 6, - "blocks": { - "position": false, - "sectorMetrics": false, - "sectorCycle": false, - "profitPool": false, - "relationships": false, - "concentration": false - } - }, - "peerCount": 0, - "relationshipCoverage": { - "count": null, - "evidenceCoverage": null, - "amountCoverage": null, - "ratioCoverage": null - } - } - }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "386380", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": null, - "knowledgeBoundary": "2026-10-18" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-16", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, - "macro": { - "schemaVersion": 1, - "identity": { - "target": "386380", - "market": "KR", - "engine": "macro", - "axis": "전파", - "version": "1" - }, - "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": null, - "knowledgeBoundary": "2026-10-18" - }, - "status": "partial", - "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." - }, - "confidence": { - "level": "medium", - "score": 60.0, - "method": "macroObservationAndCompanyEvidenceCoverage" - }, - "drivers": [ - { - "id": "BAMLH0A0HYM2", - "label": "미국 HY 스프레드", - "value": 3.23, - "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, - "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" - }, - { - "id": "BASE_RATE", - "label": "한국 기준금리", - "value": 3.0, - "unit": "%", - "signal": "flat", - "change": 0.0, - "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" - }, - { - "id": "CPI", - "label": "소비자물가 YoY", - "value": 120.43, - "unit": "%", - "signal": "rising", - "change": 0.38000000000000966, - "sourceRef": "macro/ecos/observations.parquet#CPI" - }, - { - "id": "DCOILWTICO", - "label": "WTI", - "value": 101.91, - "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, - "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" - }, - { - "id": "EXPORT", - "label": "수출 YoY", - "value": 104800.5, - "unit": "%", - "signal": "rising", - "change": 4350.5, - "sourceRef": "macro/ecos/observations.parquet#EXPORT" - }, - { - "id": "USDKRW", - "label": "원/달러", - "value": 1331.4, - "unit": "원", - "signal": "falling", - "change": -13.199999999999818, - "sourceRef": "macro/ecos/observations.parquet#USDKRW" - } - ], - "claims": [], - "evidence": [ - { - "id": "macro.driver.BAMLH0A0HYM2", - "kind": "macroObservation", - "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", - "status": "observed", - "observedAt": "2026-10-15", - "detail": "미국 HY 스프레드 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.BASE_RATE", - "kind": "macroObservation", - "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", - "status": "observed", - "observedAt": "2026-10-08", - "detail": "한국 기준금리 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.CPI", - "kind": "macroObservation", - "sourceRef": "macro/ecos/observations.parquet#CPI", - "status": "observed", - "observedAt": "2026-09-01", - "detail": "소비자물가 YoY 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.DCOILWTICO", - "kind": "macroObservation", - "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", - "status": "observed", - "observedAt": "2026-10-14", - "detail": "WTI 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.EXPORT", - "kind": "macroObservation", - "sourceRef": "macro/ecos/observations.parquet#EXPORT", - "status": "observed", - "observedAt": "2026-08-01", - "detail": "수출 YoY 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.USDKRW", - "kind": "macroObservation", - "sourceRef": "macro/ecos/observations.parquet#USDKRW", - "status": "observed", - "observedAt": "2026-10-16", - "detail": "원/달러 최신 관측과 직전 변화" - } - ], - "assumptions": [ - { - "id": "edgeSign", - "value": "registryPrior", - "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." - } - ], - "gaps": [ - { - "id": "macro.company.sectorKey", - "status": "missing", - "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", - "sourceRef": "dartlab://industry/386380" - }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/386380/product" - }, - { - "id": "macro.edge.fx-export-revenue.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:fx-export-revenue" - }, - { - "id": "macro.edge.export-demand-revenue.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:export-demand-revenue" - }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest" - }, - { - "id": "macro.edge.rate-bank-margin.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-bank-margin" - }, - { - "id": "macro.edge.hy-risk-premium.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:hy-risk-premium" - }, - { - "id": "macro.edge.oil-margin-cost.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:oil-margin-cost" - }, - { - "id": "macro.edge.cpi-utility-tariff.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:cpi-utility-tariff" - } - ], - "scenarios": [ - { - "id": "fx-export-revenue", - "driverId": "USDKRW", - "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", - "lagMonths": [ - 0, - 3 - ] - }, - { - "id": "export-demand-revenue", - "driverId": "EXPORT", - "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", - "lagMonths": [ - 1, - 6 - ] - }, - { - "id": "rate-debt-interest", - "driverId": "BASE_RATE", - "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", - "lagMonths": [ - 3, - 12 - ] - }, - { - "id": "rate-bank-margin", - "driverId": "BASE_RATE", - "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", - "lagMonths": [ - 1, - 6 - ] - }, - { - "id": "hy-risk-premium", - "driverId": "BAMLH0A0HYM2", - "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", - "lagMonths": [ - 0, - 3 - ] - } - ], - "falsifiers": [ - { - "id": "fx-export-revenue.0", - "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" - }, - { - "id": "fx-export-revenue.1", - "condition": "헤지 정책으로 환산 민감도 약화" - }, - { - "id": "export-demand-revenue.0", - "condition": "내수 매출 중심" - }, - { - "id": "export-demand-revenue.1", - "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" - }, - { - "id": "rate-debt-interest.0", - "condition": "순현금 기업" - }, - { - "id": "rate-debt-interest.1", - "condition": "고정금리 장기차입 중심" - }, - { - "id": "rate-debt-interest.2", - "condition": "이자수익이 비용을 상쇄" - }, - { - "id": "rate-bank-margin.0", - "condition": "조달비용이 대출금리보다 빠르게 상승" - }, - { - "id": "rate-bank-margin.1", - "condition": "대손비용 증가가 NIM 개선을 상쇄" - }, - { - "id": "hy-risk-premium.0", - "condition": "무차입 또는 충분한 현금" - }, - { - "id": "hy-risk-premium.1", - "condition": "방어적 현금흐름" - }, - { - "id": "hy-risk-premium.2", - "condition": "정부/모회사 지원 가능성" - } - ], - "payload": { - "blockRefs": [ - "drivers", - "edges", - "regimeEvidence" - ], - "companyBound": true, - "companyEdgeCount": 0, - "edgeCount": 7 - } - } - }, - "statusCounts": { - "blocked": 2, - "partial": 2 - }, - "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.earnings.marginTrend", - "engine": "analysis" - }, - { - "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.earnings.growthTrend", - "engine": "analysis" - }, - { - "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.cash.cashQuality", - "engine": "analysis" - }, - { - "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.resilience.leverageTrend", - "engine": "analysis" - }, - { - "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.resilience.coverageTrend", - "engine": "analysis" - }, - { - "id": "analysis.quality.earningsQualityFlags", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "engine": "analysis" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." - }, - { - "id": "industry.position", - "status": "blocked", - "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", - "sourceRef": "blockedReason", - "engine": "industry" - }, - { - "id": "industry.position", - "status": "missing", - "reason": "position 근거를 확보하지 못했습니다.", - "sourceRef": "position", - "engine": "industry" - }, - { - "id": "industry.sectorMetrics", - "status": "missing", - "reason": "sectorMetrics 근거를 확보하지 못했습니다.", - "sourceRef": "sectorMetrics", - "engine": "industry" - }, - { - "id": "industry.sectorCycle", - "status": "missing", - "reason": "sectorCycle 근거를 확보하지 못했습니다.", - "sourceRef": "sectorCycle", - "engine": "industry" - }, - { - "id": "industry.profitPool", - "status": "missing", - "reason": "profitPool 근거를 확보하지 못했습니다.", - "sourceRef": "profitPool", - "engine": "industry" - }, - { - "id": "industry.relationships", - "status": "missing", - "reason": "relationships 근거를 확보하지 못했습니다.", - "sourceRef": "relationships", - "engine": "industry" - }, - { - "id": "industry.concentration", - "status": "missing", - "reason": "concentration 근거를 확보하지 못했습니다.", - "sourceRef": "concentration", - "engine": "industry" - }, - { - "id": "industry.demandPricingDriver", - "status": "unsupported", - "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", - "sourceRef": "taxonomy", - "engine": "industry" - }, - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" - }, - { - "id": "macro.company.sectorKey", - "status": "missing", - "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", - "sourceRef": "dartlab://industry/386380", - "engine": "macro" - }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/386380/product", - "engine": "macro" - }, - { - "id": "macro.edge.fx-export-revenue.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:fx-export-revenue", - "engine": "macro" - }, - { - "id": "macro.edge.export-demand-revenue.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:export-demand-revenue", - "engine": "macro" - }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest", - "engine": "macro" - }, - { - "id": "macro.edge.rate-bank-margin.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-bank-margin", - "engine": "macro" - }, - { - "id": "macro.edge.hy-risk-premium.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:hy-risk-premium", - "engine": "macro" - }, - { - "id": "macro.edge.oil-margin-cost.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:oil-margin-cost", - "engine": "macro" - }, - { - "id": "macro.edge.cpi-utility-tariff.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:cpi-utility-tariff", - "engine": "macro" - } - ], - "noComposite": true, + "products": {}, "tensions": { "schemaVersion": 1, "items": [], @@ -949,29 +17,58 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" } ], "noComposite": true - } + }, + "statusCounts": {}, + "gaps": [ + { + "engine": "analysis", + "status": "blocked", + "reason": "ConnectTimeout: timed out" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ConnectTimeout: timed out" + }, + { + "engine": "industry", + "status": "blocked", + "reason": "ConnectTimeout: timed out" + }, + { + "engine": "quant", + "status": "blocked", + "reason": "ConnectTimeout: timed out" + }, + { + "engine": "macro", + "status": "blocked", + "reason": "ConnectTimeout: timed out" + } + ], + "noComposite": true } diff --git a/landing/lenses/387570.json b/landing/lenses/387570.json index 74ddc9190ff0681818094ca7d51003f07fe1ac99..416380ed67f581ceb474cc7e04970f753f79b1bf 100644 --- a/landing/lenses/387570.json +++ b/landing/lenses/387570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387690.json b/landing/lenses/387690.json index 6e88f51c3c75a3df49c7ef8f0d0851ef7ae7b730..100510396474c8151ff45dc4d00e26b4965e8b34 100644 --- a/landing/lenses/387690.json +++ b/landing/lenses/387690.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/388050.json b/landing/lenses/388050.json index 199ddb3f773ff4a585cfcce0b1396d9142c8baf4..b790c3d384718752c25e939915190f9645580326 100644 --- a/landing/lenses/388050.json +++ b/landing/lenses/388050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/388210.json b/landing/lenses/388210.json index 08bc5ab70f294a57b27aa20fee46df74dd836c30..7d9ec250453d9af3ababe55da94e82f303232c7d 100644 --- a/landing/lenses/388210.json +++ b/landing/lenses/388210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388610.json b/landing/lenses/388610.json index 8edc16c134fd290d7d0df47921f6348c978301d1..80e9877def734af6b84db9926978a55feaaee30a 100644 --- a/landing/lenses/388610.json +++ b/landing/lenses/388610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388720.json b/landing/lenses/388720.json index 623a215625a382871c69ecb6042b1f70b956f5b2..19ca74216ff479ac72f41cb1ee443ffca81b2169 100644 --- a/landing/lenses/388720.json +++ b/landing/lenses/388720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388790.json b/landing/lenses/388790.json index 87ee46392598319d8f4cc51e8abb8f56c3b316d0..a16b82331442fdaf2345fd3b0757b2863eba99a6 100644 --- a/landing/lenses/388790.json +++ b/landing/lenses/388790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388870.json b/landing/lenses/388870.json index 85b2d5b6dce578041c87686c3c226d241716a07d..2eff7a7e2dd348f3bc04615fcdd29f12468990d8 100644 --- a/landing/lenses/388870.json +++ b/landing/lenses/388870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -528,14 +528,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -655,10 +655,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389020.json b/landing/lenses/389020.json index ee5f6ae7e85f8a918c19a3f5ab1d818438e19c6a..f850a1c19a653079831bd7e937bb09b0331830d0 100644 --- a/landing/lenses/389020.json +++ b/landing/lenses/389020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -504,14 +504,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -663,8 +663,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -683,8 +683,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -703,7 +703,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -790,10 +790,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -817,10 +817,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389030.json b/landing/lenses/389030.json index a2f29cfdcf1eb036743e2fdc813863e278d21a18..5b1f8ba7c16e690e3afafdcb72ad1ddc18db44e0 100644 --- a/landing/lenses/389030.json +++ b/landing/lenses/389030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389140.json b/landing/lenses/389140.json index b3f1e933b94d19613fc8fc178676f6b0ab2d9616..d6e92b3d42ce621468d728728a2ec62165bf1222 100644 --- a/landing/lenses/389140.json +++ b/landing/lenses/389140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 21.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389260.json b/landing/lenses/389260.json index 042e7e246e24e980fe56e53b67fe54317f8ad3ec..308f6ebe505d12f42e99ceca68beb7c277e83ec3 100644 --- a/landing/lenses/389260.json +++ b/landing/lenses/389260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -556,18 +556,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 29.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 32.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,15 +751,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 29.24, + "grade": "dCR-BBB", + "score": 32.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 29.62, + "grade": "dCR-BBB", + "score": 32.79, "assumptions": { "scenarioStress": "moderate" } @@ -818,7 +818,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.61%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389470.json b/landing/lenses/389470.json index 6b95f6e82f50e2f96e1bf40b683af7833797b325..912bd6dfc6b98765e6b134cc23d2a3a08e390ebb 100644 --- a/landing/lenses/389470.json +++ b/landing/lenses/389470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -500,18 +500,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.98, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.23, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,15 +694,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.98, + "grade": "dCR-BBB-", + "score": 29.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.33, + "score": 29.53, "assumptions": { "scenarioStress": "moderate" } @@ -718,11 +718,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -766,7 +761,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -785,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -912,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -944,8 +939,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -964,8 +959,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1052,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1071,10 +1066,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1094,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1102,7 +1097,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389500.json b/landing/lenses/389500.json index b687446d120ce01b1bd5af97aabbf2e7242e84e8..1f72a8228b48355601a28539f6f5b5eadd5c6470 100644 --- a/landing/lenses/389500.json +++ b/landing/lenses/389500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -91,7 +91,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -117,7 +117,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -317,13 +317,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -511,14 +511,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -638,10 +638,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -670,8 +670,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -710,7 +710,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -778,10 +778,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -797,10 +797,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389650.json b/landing/lenses/389650.json index 3e634b74ed8a5f88936466f24964e99baf438b94..64f972c39d9f2ff70345f1fd86e2ceda09090359 100644 --- a/landing/lenses/389650.json +++ b/landing/lenses/389650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389680.json b/landing/lenses/389680.json index 89aa0b277f8c7008b75e734a128a23dc68370ddf..e209848bb738266340782c10d2c96532310d6126 100644 --- a/landing/lenses/389680.json +++ b/landing/lenses/389680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/391710.json b/landing/lenses/391710.json index f64202795fe87e24f986988b0ff30e79aba164a6..edcee280931e6a9d4ca1005db6327fffa5728349 100644 --- a/landing/lenses/391710.json +++ b/landing/lenses/391710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -374,7 +374,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -393,7 +393,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -412,7 +412,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -431,7 +431,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -586,14 +586,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -713,10 +713,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -732,7 +732,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -776,7 +776,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -785,7 +785,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -853,10 +853,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -872,10 +872,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -903,7 +903,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393210.json b/landing/lenses/393210.json index 90b2a71959e7c02ae7ca257d26f591e2ac2e5a9d..00cd783274faef969246143ae3ec240e70d5db09 100644 --- a/landing/lenses/393210.json +++ b/landing/lenses/393210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393890.json b/landing/lenses/393890.json index d8cf5a99d590bb5fba20fded4251913034530a6d..c73730058f76c453c17faf5d6765248439af12a8 100644 --- a/landing/lenses/393890.json +++ b/landing/lenses/393890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,14 +693,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.57, + "score": 52.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.07, + "score": 52.54, "assumptions": { "scenarioStress": "moderate" } @@ -763,6 +763,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -904,19 +905,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -950,7 +951,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1028,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1063,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1071,7 +1072,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1084,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1103,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1131,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393970.json b/landing/lenses/393970.json index 455aa69d024cab10f13bf6a05d9e9d9f92274c32..c3c43ac864afafc2da9ef5f3224d2953075828f1 100644 --- a/landing/lenses/393970.json +++ b/landing/lenses/393970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-06", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-06", "period": null, "status": "derived", @@ -642,7 +642,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-06", "period": null, "status": "observed", @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -767,10 +767,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -785,10 +785,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394280.json b/landing/lenses/394280.json index 65acc622e8925e033acef3ee33892bbd30f44a6a..87271e277fe5b808c71fd6be3ddf32272e089b7a 100644 --- a/landing/lenses/394280.json +++ b/landing/lenses/394280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394420.json b/landing/lenses/394420.json index 9be4677334ed6c08b2e20813d760b60be31a55a5..29cdfbbd6c25f14ed521416eb5367e7981ca3894 100644 --- a/landing/lenses/394420.json +++ b/landing/lenses/394420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394800.json b/landing/lenses/394800.json index a2049c09a5c6d3e8ed8c9dea61418c31ccddc273..1ebb9c1f34ef169a57b2873dd816051e91ad0fd0 100644 --- a/landing/lenses/394800.json +++ b/landing/lenses/394800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/395400.json b/landing/lenses/395400.json index ca444cb984c61982c3acc77ee9533e98cb6fa195..65b9e28578fded2594245123c9bf648114598d27 100644 --- a/landing/lenses/395400.json +++ b/landing/lenses/395400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -235,14 +235,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -357,10 +357,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,8 +409,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -429,7 +429,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -497,10 +497,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -543,10 +543,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -561,10 +561,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -575,7 +575,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396270.json b/landing/lenses/396270.json index d42b6cd53e2ae80b670de9f0e646b00be49e06c8..90862522044d2fae767987cb18e9d23fca864106 100644 --- a/landing/lenses/396270.json +++ b/landing/lenses/396270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -501,14 +501,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -660,8 +660,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -680,8 +680,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -700,7 +700,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -805,10 +805,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -823,10 +823,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -853,7 +853,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396300.json b/landing/lenses/396300.json index a1bedb14e7f7cee5345816740b9471ce64e77148..c400dc69f139a7fd6228173dd46c143514377564 100644 --- a/landing/lenses/396300.json +++ b/landing/lenses/396300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396470.json b/landing/lenses/396470.json index 2cfc3b8ef12e9a0f75b15a9f5683d5767178a47d..03257ed6170ba96a0eb4bfe00540b2d8dcf48cdb 100644 --- a/landing/lenses/396470.json +++ b/landing/lenses/396470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -236,7 +236,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1345,7 +1345,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1363,15 +1363,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/396690.json b/landing/lenses/396690.json index 22ca800e2367eb253f2ad20c90f9bb21553bfa06..80eb2947095913d202649f35600d32b1b5a8c05f 100644 --- a/landing/lenses/396690.json +++ b/landing/lenses/396690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026Q4", "earliestPeriod": "2022", @@ -48,10 +48,10 @@ "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026Q4", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -243,14 +243,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -365,10 +365,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -384,8 +384,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -397,8 +397,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -415,10 +415,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -428,7 +428,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -437,7 +437,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397030.json b/landing/lenses/397030.json index bfa7b088c4a8ba6c37c1b47ea6d72353642567da..dc5b8f8fa68237ece86f6c36f40b8b124da9c218 100644 --- a/landing/lenses/397030.json +++ b/landing/lenses/397030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -502,14 +502,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -629,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -661,8 +661,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -769,10 +769,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -788,10 +788,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -811,7 +811,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397810.json b/landing/lenses/397810.json index 3ab0a6bf4cfabb60596bc32572ce76f8e5cf6c5d..43e4f6035f62552be93fb222473639cac207cfae 100644 --- a/landing/lenses/397810.json +++ b/landing/lenses/397810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/398120.json b/landing/lenses/398120.json index 23502f9a620248744af36158cb6d855d44439df5..461374c6aa7a56e86a03967a255dbf5df530dabd 100644 --- a/landing/lenses/398120.json +++ b/landing/lenses/398120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/399720.json b/landing/lenses/399720.json index 32510128687dd8406d2f2c0a7bbd2678b7445d21..47d8210faf3a16e844ce801d62aca7b6d7ecc0ec 100644 --- a/landing/lenses/399720.json +++ b/landing/lenses/399720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/400760.json b/landing/lenses/400760.json index 788a4ac612000de17a0c622655e26357b3c165a1..17b306df5b8b1e787bfb9e16dae2492132b030b7 100644 --- a/landing/lenses/400760.json +++ b/landing/lenses/400760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -380,10 +380,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -407,10 +407,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -425,10 +425,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -439,7 +439,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -447,7 +447,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -463,7 +463,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -479,7 +479,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402030.json b/landing/lenses/402030.json index 82fbcd1ddb1dabf28b12cbc82d2adfc500e129a6..6d62c8ac59c4d7f8df76fd62e7675c5ba0e148e1 100644 --- a/landing/lenses/402030.json +++ b/landing/lenses/402030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402340.json b/landing/lenses/402340.json index 2c0bd838724d16b969af74ff586a3ebfd48f76c7..c74fdf8897642c5e59c5612abe0ad071ab36601d 100644 --- a/landing/lenses/402340.json +++ b/landing/lenses/402340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1360,12 +1360,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:179bcca7e4df", + "target": "402340", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.955 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/402490.json b/landing/lenses/402490.json index 716b72878bd5c81006a611a60af6da8ac4b8ffde..2563a01cc62ff77a3c524cfc8a0e972da4f1a5f1 100644 --- a/landing/lenses/402490.json +++ b/landing/lenses/402490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 24.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -984,7 +984,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,7 +1368,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1390,7 +1390,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1408,15 +1408,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/403360.json b/landing/lenses/403360.json index 556daea43750b2a151f448be380af1b7d8bd3547..cfa852e6a93d35e81908b4c14e6fedf2b23d1d87 100644 --- a/landing/lenses/403360.json +++ b/landing/lenses/403360.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/403490.json b/landing/lenses/403490.json index bb66711c6e27f78f10ac9ffe8ba91c54992393ae..ae4dc94a5141b57936432b9bf1f810e2b8d4f4ac 100644 --- a/landing/lenses/403490.json +++ b/landing/lenses/403490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -760,7 +760,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403550.json b/landing/lenses/403550.json index ce3e8ce76f1a3689fcace62df30d436fd0c70300..abc78415077cbad1eddbe18b00444633be090248 100644 --- a/landing/lenses/403550.json +++ b/landing/lenses/403550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -932,7 +932,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403850.json b/landing/lenses/403850.json index 6e572edfb821a65fe23c336d71759c22f054fb8e..7c6296eaba4116ec85483f805e0006608973f2a0 100644 --- a/landing/lenses/403850.json +++ b/landing/lenses/403850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1363,8 +1363,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/403870.json b/landing/lenses/403870.json index 64f42497931a4058e3471a4413a3adf8ce7ee0fd..9b1381cce0752461014c6129fba7c46cf97f6488 100644 --- a/landing/lenses/403870.json +++ b/landing/lenses/403870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -900,10 +900,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -914,7 +914,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/404990.json b/landing/lenses/404990.json index 2e0850a3109009a2c319cd2bd225b6341fc4b0e8..7cd8b537cb8a85b4fed5677a4b40c7a031b87c35 100644 --- a/landing/lenses/404990.json +++ b/landing/lenses/404990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -378,10 +378,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -405,10 +405,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -423,10 +423,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -437,7 +437,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -445,7 +445,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -461,7 +461,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -477,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405000.json b/landing/lenses/405000.json index 8929491d762e5dc8ee47e1c090d55ede99a58568..2228af42ee52105795c01cae17efe3001bf874bc 100644 --- a/landing/lenses/405000.json +++ b/landing/lenses/405000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 312.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 342.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -907,15 +907,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1059,13 +1059,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,12 +1309,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5d11c59872b3", + "target": "405000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/405100.json b/landing/lenses/405100.json index 8179ae102dda71a7ffe4c2e9da3f184515589e7f..fe406f0e38bdcbbb3a9a7553679d439e2dacbb97 100644 --- a/landing/lenses/405100.json +++ b/landing/lenses/405100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405920.json b/landing/lenses/405920.json index 72d624dfbba6c4b7daf5ff00e66791e5803c4718..374cacc605df84ff7e3c19a9d9a1043a9e3e1ee6 100644 --- a/landing/lenses/405920.json +++ b/landing/lenses/405920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.02, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 35.61, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,14 +687,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.02, + "score": 35.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.5, + "score": 36.18, "assumptions": { "scenarioStress": "moderate" } @@ -751,7 +751,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -895,19 +895,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,17 +974,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1047,13 +1047,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1062,7 +1062,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/406820.json b/landing/lenses/406820.json index 3553fa8ee303d81700f91a6ab5f5213f492b395a..1b94301233025b4940b1c1dab69d6fbcbd7c9052 100644 --- a/landing/lenses/406820.json +++ b/landing/lenses/406820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,10 +978,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/407400.json b/landing/lenses/407400.json index b97d8c8f052ffc38bb2e37d7f47a2e826ecee362..174c9f16690c8b683e91db0735cde0442f5aac17 100644 --- a/landing/lenses/407400.json +++ b/landing/lenses/407400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -907,15 +907,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,88 +1309,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b05e4bfc9530", - "target": "407400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.485 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/408470.json b/landing/lenses/408470.json index cb004b6bd62f81966551832c28b9b2dd4c1c0a02..5bf87f30daf9d4b95c3dfd0a30cb1fa8200dd4fe 100644 --- a/landing/lenses/408470.json +++ b/landing/lenses/408470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -345,14 +345,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -472,10 +472,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -504,8 +504,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,8 +524,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -544,7 +544,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -654,7 +654,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -662,7 +662,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408900.json b/landing/lenses/408900.json index 2942299319a5cd3cc6803871a4390bc3a4b42fc8..24eeb89c817f415b707a8484a7efbb1737c1dd8e 100644 --- a/landing/lenses/408900.json +++ b/landing/lenses/408900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408920.json b/landing/lenses/408920.json index 1a3f224e693f9ee26d2022ab40f982444d1c7729..767c763e0dc22723b2ead4d723e54be9ecf52fc3 100644 --- a/landing/lenses/408920.json +++ b/landing/lenses/408920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,12 +1369,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:66232aff94ad", + "target": "408920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.79 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/411080.json b/landing/lenses/411080.json index 282c0a75467a5aadccb52adee9270a4c4382bf0b..8e780f125ac6f17249b9d47b466dad5055d2a196 100644 --- a/landing/lenses/411080.json +++ b/landing/lenses/411080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,7 +702,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -717,14 +717,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -844,10 +844,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -916,7 +916,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1003,10 +1003,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412350.json b/landing/lenses/412350.json index 756a217519ed8d174a817b9fc21197e54d8c953e..697e757696650832eb04588bf9d2aba4f8847b68 100644 --- a/landing/lenses/412350.json +++ b/landing/lenses/412350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412540.json b/landing/lenses/412540.json index 948d0662d4d9e9a75793af1bf5197a534dc8f765..92f135db4d9b54828c792989f3da62f21f2bc6b4 100644 --- a/landing/lenses/412540.json +++ b/landing/lenses/412540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,7 +760,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2025", "status": "derived", @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413390.json b/landing/lenses/413390.json index 005aeb78c9539308719ef813d711da4b5044a1ac..99643124813a5d8f296323c4ff8caeaaf4f74d6e 100644 --- a/landing/lenses/413390.json +++ b/landing/lenses/413390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413630.json b/landing/lenses/413630.json index de97f80ab0bb3a24123dc517d7fc6fa897af7064..c893707f15f778d0f292c924bbc0a09979f73499 100644 --- a/landing/lenses/413630.json +++ b/landing/lenses/413630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413640.json b/landing/lenses/413640.json index 9dffe7679fd315fd90a84ce6e1bfe1e0e0f3f343..4be60819e24c36cd0216ac9e589e58c39338e9c0 100644 --- a/landing/lenses/413640.json +++ b/landing/lenses/413640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415380.json b/landing/lenses/415380.json index 90ee9e128edca91af7de4e0fa568a244f7c14d4d..b038d6679926e0ecb9809526d644d07f65e9f85c 100644 --- a/landing/lenses/415380.json +++ b/landing/lenses/415380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415640.json b/landing/lenses/415640.json index 001bb8a622daa9e3e40447cb6669167e02d0c54e..83deddc47189c759ba6efd6bc4729b31c3699816 100644 --- a/landing/lenses/415640.json +++ b/landing/lenses/415640.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/416180.json b/landing/lenses/416180.json index 42c9f88899291451e9eba0a6cc5a8b67ff525276..a011e3fcc2cf55df404f1b023257664f3eb2e1d5 100644 --- a/landing/lenses/416180.json +++ b/landing/lenses/416180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -960,19 +960,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5cdc17f82c78", - "target": "416180", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/417010.json b/landing/lenses/417010.json index c4fdc1fa06d603fc1ad4e50a8f1a74eb624a09d8..3025910c850e0e318b623487a49b695f97519caa 100644 --- a/landing/lenses/417010.json +++ b/landing/lenses/417010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,14 +694,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.99, + "score": 52.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.66, + "score": 53.09, "assumptions": { "scenarioStress": "moderate" } @@ -765,6 +765,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 104.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -780,14 +781,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -907,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -940,7 +941,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +954,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +974,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +996,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1007,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1032,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1106,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,10 +1125,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1143,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1188,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417030.json b/landing/lenses/417030.json index d4e5016cc81003d467412711fb8fadfda0bd2c41..b575ddaa17c3056b8d97a6a802357676f76d37f7 100644 --- a/landing/lenses/417030.json +++ b/landing/lenses/417030.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/417180.json b/landing/lenses/417180.json index 456656e4a0b5842b7fac765bc12398ad03af9366..4eb75da8423b045cec339b37c59a36f23902e9a8 100644 --- a/landing/lenses/417180.json +++ b/landing/lenses/417180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417200.json b/landing/lenses/417200.json index 3e604465effba504996b204afad9128a22dc4edd..9dadb81f1e77022542bd6c20fe653ad9d6e43518 100644 --- a/landing/lenses/417200.json +++ b/landing/lenses/417200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417500.json b/landing/lenses/417500.json index b99f71039d829c558cf061c426554b48f693d8cb..f946b2023954b6277ff6cea7c220193b9e1894ff 100644 --- a/landing/lenses/417500.json +++ b/landing/lenses/417500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417790.json b/landing/lenses/417790.json index a32c2fcccb9050544b27aff0a25b36878dbd36c3..34906c3467010211ed275d33fdee465d011b8f29 100644 --- a/landing/lenses/417790.json +++ b/landing/lenses/417790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417840.json b/landing/lenses/417840.json index d16b92b60eb138986b823f5be97cd0155c5c9f15..f54291c8d1addd1a6c9a0063bc851060d9e3f4b7 100644 --- a/landing/lenses/417840.json +++ b/landing/lenses/417840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -976,19 +976,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1134,7 +1134,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,12 +1378,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c86d9dbde4b7", + "target": "417840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.487 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/417860.json b/landing/lenses/417860.json index 852faa292e8fed4d1acaffc55e7a4e681a90e7ec..f65864d23a9a670a8a6753147fb2df5533387972 100644 --- a/landing/lenses/417860.json +++ b/landing/lenses/417860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -588,14 +588,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -715,10 +715,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -787,7 +787,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417970.json b/landing/lenses/417970.json index f2c43f1e817b9e3343785232aceb097c733bc5e2..a0cf8261acd1da83583f2e4cc4e024acad8c3806 100644 --- a/landing/lenses/417970.json +++ b/landing/lenses/417970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418250.json b/landing/lenses/418250.json index 01e973c6deb0d958add7066ef9ebec78b2c64e88..a8ec9a3ba0468b17b5ced33a9ae1dfb50091e8b3 100644 --- a/landing/lenses/418250.json +++ b/landing/lenses/418250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -555,14 +555,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -682,10 +682,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418420.json b/landing/lenses/418420.json index fd05ba53500cdc6bf369e4b0f3df0b823926b92d..98888aae13868b0ef563cd71122b723fa338dc88 100644 --- a/landing/lenses/418420.json +++ b/landing/lenses/418420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 119.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 128.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418470.json b/landing/lenses/418470.json index e4f88665e14bd8e562ad2b1336214ed8b096580d..c329cd3c4d8fe386a8d84aab968a9464c6266498 100644 --- a/landing/lenses/418470.json +++ b/landing/lenses/418470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -713,7 +713,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -726,8 +726,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -757,7 +757,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -766,7 +766,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -898,10 +898,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418550.json b/landing/lenses/418550.json index 7195476e2e639ad0168447f7acdc8bc16a2b4f13..471f20cc98a2c292fc77b625ae486919956e173a 100644 --- a/landing/lenses/418550.json +++ b/landing/lenses/418550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -770,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418620.json b/landing/lenses/418620.json index 6b08fb86cdddf60c1174fd9671c6192f255ba957..b32c41a8cdf94810877723fd61da3761c9619230 100644 --- a/landing/lenses/418620.json +++ b/landing/lenses/418620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 651.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 664.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419050.json b/landing/lenses/419050.json index 0912bb2225dd5743ea833e0724561d8c16638715..25e253483ab1e7136497cb2800143c983a2dfd69 100644 --- a/landing/lenses/419050.json +++ b/landing/lenses/419050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419080.json b/landing/lenses/419080.json index 34452f9d0b4078d3af3398c22504dce9fabf95e0..d9804095ad11850662f35676a8c87863613b7708 100644 --- a/landing/lenses/419080.json +++ b/landing/lenses/419080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -870,8 +870,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -890,8 +890,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -910,7 +910,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -997,10 +997,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1028,7 +1028,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419120.json b/landing/lenses/419120.json index 6d2ab5427afbdce9abd582dd54871e571079e2bd..2075c1eff18daff7aadee3c6a2ef45be737d6deb 100644 --- a/landing/lenses/419120.json +++ b/landing/lenses/419120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419530.json b/landing/lenses/419530.json index eac87fe35514b99a452937e3a3eb2e13b81baf92..d33cf3c9f251ec5f28e8ddbeea5d4a5a4d91c4e0 100644 --- a/landing/lenses/419530.json +++ b/landing/lenses/419530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1355,15 +1355,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/419540.json b/landing/lenses/419540.json index e316b287e47a493ae2ac68d9abdd797efd07ef1e..052cad100ad818ca115bf820b3d3cbcbac14d3a4 100644 --- a/landing/lenses/419540.json +++ b/landing/lenses/419540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -440,14 +440,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -567,10 +567,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -586,7 +586,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -599,8 +599,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -630,7 +630,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -639,7 +639,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -726,10 +726,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420570.json b/landing/lenses/420570.json index c5ffa055952f34edb5b08da25e5b15874a1d1257..c7890ab2bf99389d3e686e5aa974f768259371bd 100644 --- a/landing/lenses/420570.json +++ b/landing/lenses/420570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420770.json b/landing/lenses/420770.json index 98a02284482b62d91cafda01e20a569df52e9474..526c988767e691e0f1d3ec0bccb806513138023e 100644 --- a/landing/lenses/420770.json +++ b/landing/lenses/420770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424760.json b/landing/lenses/424760.json index b1d3aee65e7384785cec96ec934990865f9e75f8..40606bcc06226fd00a83edca4245e2dbf64d7319 100644 --- a/landing/lenses/424760.json +++ b/landing/lenses/424760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424870.json b/landing/lenses/424870.json index 98b367bc749a29ae285714f4d8621b5e1ff7db4e..fc3c2939cf1686eb73201530a0c2c80cd380512b 100644 --- a/landing/lenses/424870.json +++ b/landing/lenses/424870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424960.json b/landing/lenses/424960.json index 04674edefb4b43ab1985c7d0d866855d288e1c4d..f42a5d68d270ac779c8190a403e8dfafdd880a1a 100644 --- a/landing/lenses/424960.json +++ b/landing/lenses/424960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 26.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 25.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424980.json b/landing/lenses/424980.json index 07bacff06f79e6d0a3920918f52be921aace1918..077ba5daa647e362e641b178f6ab56e185d77068 100644 --- a/landing/lenses/424980.json +++ b/landing/lenses/424980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -773,7 +773,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -841,10 +841,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -860,10 +860,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,10 +887,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425040.json b/landing/lenses/425040.json index 9fdb7a303e3a1afb78f930954298a5efb87f1ba1..63d140159b86bbba34613b238fb125fa79b0e75a 100644 --- a/landing/lenses/425040.json +++ b/landing/lenses/425040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 17.25, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 14.70, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,15 +755,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 17.25, + "grade": "dCR-A+", + "score": 14.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 18.13, + "grade": "dCR-A+", + "score": 15.54, "assumptions": { "scenarioStress": "moderate" } @@ -822,7 +822,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -832,7 +832,6 @@ "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -847,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -974,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1007,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1020,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1061,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1098,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1173,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1199,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1214,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425420.json b/landing/lenses/425420.json index e3fcdce6222722b319b9af8ee872d7d1d0e9c78f..de67b204aa6ef88d88a4ba8b57418ebda6b354f6 100644 --- a/landing/lenses/425420.json +++ b/landing/lenses/425420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -846,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -973,19 +973,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,13 +1125,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1140,7 +1140,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/429270.json b/landing/lenses/429270.json index bff33df52ab7137107ed90ef8b08a93e45d425e0..94e1859540aea1dc33b799f7f59c6af84f6bf5d8 100644 --- a/landing/lenses/429270.json +++ b/landing/lenses/429270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -326,13 +326,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -487,14 +487,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -686,7 +686,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -754,10 +754,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -773,10 +773,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,10 +800,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -838,7 +838,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/430690.json b/landing/lenses/430690.json index 5c17cd3de112d89fec728b5ce048ee4e66a3bcc1..6ea6b05dad1faede8fbf121cfa8bdeac007ca10a 100644 --- a/landing/lenses/430690.json +++ b/landing/lenses/430690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/431190.json b/landing/lenses/431190.json index 4585c4eab5d5c0ab2b58e2a61a7a32cd744fe61d..4d555b0af8ab7376515e7144c89284c3a147f814 100644 --- a/landing/lenses/431190.json +++ b/landing/lenses/431190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -370,7 +370,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -389,7 +389,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -408,7 +408,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -427,7 +427,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "divergenceExplanation": [ "현금흐름 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -576,14 +576,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -775,7 +775,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -843,10 +843,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -862,10 +862,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432430.json b/landing/lenses/432430.json index 9e3c24ebf3f3ebb3d0d07a7f5d4f455bf16394db..f404ea877174d110e1bf7d3488308f78cb768aae 100644 --- a/landing/lenses/432430.json +++ b/landing/lenses/432430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -681,14 +681,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -854,7 +854,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -874,8 +874,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -932,7 +932,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1007,10 +1007,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432470.json b/landing/lenses/432470.json index bc79dbb43f3eb0dce1211d45f2cd7cd0b0686554..4f5d9d67a43f271411ff53851315f3b3e039a98a 100644 --- a/landing/lenses/432470.json +++ b/landing/lenses/432470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432720.json b/landing/lenses/432720.json index cd425b22bf66dd02cec2699d3aeee9282a3dabbd..de6c60a5e314a8b126f76b4c6dc142dfd4a05ca1 100644 --- a/landing/lenses/432720.json +++ b/landing/lenses/432720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -563,8 +563,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -594,10 +594,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -607,7 +607,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -616,7 +616,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -684,10 +684,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -730,10 +730,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432980.json b/landing/lenses/432980.json index bb9806aecb2c4e44e0ba9100f2367cf40c875b75..ff075568f10286dc9becc517cddc8a259f00a9cd 100644 --- a/landing/lenses/432980.json +++ b/landing/lenses/432980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/434480.json b/landing/lenses/434480.json index 3a4cda0a0c2f2892546847a8de0ef6eed3d9eab4..7b2cced3fa1b67345dddefefaf9f0c05e5cf931c 100644 --- a/landing/lenses/434480.json +++ b/landing/lenses/434480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -898,19 +898,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -931,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1050,13 +1050,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1065,7 +1065,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/435570.json b/landing/lenses/435570.json index ac1b08e3d880ece37e3257bb83368fc5514f917c..665607bab84eccbde7d2a54f50d364781c03c3c0 100644 --- a/landing/lenses/435570.json +++ b/landing/lenses/435570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/437730.json b/landing/lenses/437730.json index 3e65e3c1e593e5e30e2160f315e7d1c1e1f8d9ec..2aece524deb9f9333b0baf84d7f983747581ccc2 100644 --- a/landing/lenses/437730.json +++ b/landing/lenses/437730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -959,19 +959,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,17 +1038,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1117,7 +1117,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1126,7 +1126,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/438700.json b/landing/lenses/438700.json index a210aa9a286d83842fba230e6cc72f78f770600e..04f76dc6668ceb5f5dd9ab85c98099021e3605d2 100644 --- a/landing/lenses/438700.json +++ b/landing/lenses/438700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -913,7 +913,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -957,7 +957,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -966,7 +966,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1053,10 +1053,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439090.json b/landing/lenses/439090.json index 299faa12f7f85997ead296e18485094aa80f742b..e42b67f7a388ec5a2eda9690e35e67aae28a823b 100644 --- a/landing/lenses/439090.json +++ b/landing/lenses/439090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439260.json b/landing/lenses/439260.json index e9fc90f7a92aa65472930b844e32162d086fc4b8..3f9219a31355202b1a7b393cd026131ff4425781 100644 --- a/landing/lenses/439260.json +++ b/landing/lenses/439260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439580.json b/landing/lenses/439580.json index 8b0e6ed7d4b9648c411bbe5bc7593eb715f7827d..3cca82fa10ad7384a246b37243079efcd3c347d8 100644 --- a/landing/lenses/439580.json +++ b/landing/lenses/439580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 8.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 9.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,12 +1301,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5234492492a3", + "target": "439580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/439960.json b/landing/lenses/439960.json index 3f9637f0e68f031df037aaec156ab501c22d29ea..854b717058eaba8f82608fa0afdaffa3606f1378 100644 --- a/landing/lenses/439960.json +++ b/landing/lenses/439960.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/440110.json b/landing/lenses/440110.json index 776bcfbfcb7e27f3f3df49b69b1fb650a866d39c..01b789b81b5b291ab0371261cd08b33e29aa3e2a 100644 --- a/landing/lenses/440110.json +++ b/landing/lenses/440110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1109,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440290.json b/landing/lenses/440290.json index f403ef19dbb3ef03d708ceff892f8454a899ba25..dcd3d71dc4f32e23bcac99a211ae38647e5509af 100644 --- a/landing/lenses/440290.json +++ b/landing/lenses/440290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -348,14 +348,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -475,10 +475,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -494,7 +494,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -507,8 +507,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -527,8 +527,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -538,7 +538,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -547,7 +547,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -634,10 +634,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -665,7 +665,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440320.json b/landing/lenses/440320.json index f4c45a6e9f90dfea9b0af334399955e68f5c3b8f..06ec5665d6cfc167bda8f8329b165fbcbc06ce8d 100644 --- a/landing/lenses/440320.json +++ b/landing/lenses/440320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -417,18 +417,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.49, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.74, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -485,7 +485,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,15 +611,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.49, + "grade": "dCR-BB+", + "score": 33.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.0, + "score": 35.25, "assumptions": { "scenarioStress": "moderate" } @@ -635,11 +635,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -677,10 +672,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -695,14 +691,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -822,10 +818,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -855,7 +851,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -868,7 +864,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -888,8 +884,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -910,8 +906,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -921,7 +917,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -946,7 +942,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1002,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1021,10 +1017,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1044,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1052,7 +1048,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/441270.json b/landing/lenses/441270.json index 76bc65363bf4e83ba38ab732b95f3865809b38b6..9d8b500b2d2a6dc872676b54ca0dee0f14a2149e 100644 --- a/landing/lenses/441270.json +++ b/landing/lenses/441270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443060.json b/landing/lenses/443060.json index 75b8e1ff743b07d277f4a60f673dfe114ac29325..9163050a66462826aa34678532c2bafdd69acabe 100644 --- a/landing/lenses/443060.json +++ b/landing/lenses/443060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -727,7 +727,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -920,10 +920,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -942,7 +942,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1240,7 +1240,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1258,15 +1258,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/443250.json b/landing/lenses/443250.json index 514df6867f4d31eaf4b7f526b3d76c2109bf608b..0cc668f4993d5c80689a8cd24e9292941004ae54 100644 --- a/landing/lenses/443250.json +++ b/landing/lenses/443250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443670.json b/landing/lenses/443670.json index d2935aa8b91a17d0c7458096782db999a650aa40..d0546c5dc46503c86b001c0642b0f8c11a8518d4 100644 --- a/landing/lenses/443670.json +++ b/landing/lenses/443670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444530.json b/landing/lenses/444530.json index 4b126f58505e7d39abdbccd897674c339df7d8c1..e4f9f1c5f5f53bef733f3543ae55924070e4b77c 100644 --- a/landing/lenses/444530.json +++ b/landing/lenses/444530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444920.json b/landing/lenses/444920.json index fe1e70b09899a1d10d95b58e3cc1d623c3e70b3e..d76f6c199ceea31234e5b995ed074c6fb409089c 100644 --- a/landing/lenses/444920.json +++ b/landing/lenses/444920.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/445090.json b/landing/lenses/445090.json index 29448a64ac37b5366c30c542c8c6bfa95163eb76..bba7261e8f54d4c5f2165bb9982dd885f80282ce 100644 --- a/landing/lenses/445090.json +++ b/landing/lenses/445090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -923,7 +923,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -989,7 +989,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445180.json b/landing/lenses/445180.json index 7644b9692740ace2e3861cefca7f04fb4c5ab507..214dd827a00529e15949e7a56e5659e379498da8 100644 --- a/landing/lenses/445180.json +++ b/landing/lenses/445180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445680.json b/landing/lenses/445680.json index 4162b9a7486f03a8afd9e81572338d4aabb593f5..26343ce5fd4049298e35314dc1829577c10906e2 100644 --- a/landing/lenses/445680.json +++ b/landing/lenses/445680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -840,7 +840,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446070.json b/landing/lenses/446070.json index 5d0a6661d8705505cf5e5f1c76e18e7547b3b623..da52471d3106f64ec2c869ebbcba6762aeb793bc 100644 --- a/landing/lenses/446070.json +++ b/landing/lenses/446070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446150.json b/landing/lenses/446150.json index da1f4230db439039f74b9b6303d929e09a6059ea..bf1c365b2efd0dc8480920c929b1f8a12b2e04e9 100644 --- a/landing/lenses/446150.json +++ b/landing/lenses/446150.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/446540.json b/landing/lenses/446540.json index fdb5dd15cd74e079275aeefab285321963947ad2..a0a6bf4826fdd37b821c487a5d0ddbca70f67bf3 100644 --- a/landing/lenses/446540.json +++ b/landing/lenses/446540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446840.json b/landing/lenses/446840.json index 07076366316957cc907cdb57bbf0b78d7cc7aba2..e9b2f30ea46adad4c93250672d3d975f7972db03 100644 --- a/landing/lenses/446840.json +++ b/landing/lenses/446840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -312,13 +312,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -489,14 +489,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -648,8 +648,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -688,7 +688,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -775,10 +775,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448280.json b/landing/lenses/448280.json index 5f7ba9392c9367084fcc02a0481198f23cd4621a..d68cc5a0b67febbefd41e1e031aaa9e18cdd37cc 100644 --- a/landing/lenses/448280.json +++ b/landing/lenses/448280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,10 +1044,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448710.json b/landing/lenses/448710.json index 306af5955fb44b3b0f95b490c640fb64623bee21..d42aed797133aa320f22a5c5d67e48b9539d2feb 100644 --- a/landing/lenses/448710.json +++ b/landing/lenses/448710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -556,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -715,8 +715,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -733,10 +733,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -746,7 +746,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -755,7 +755,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -842,10 +842,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448830.json b/landing/lenses/448830.json index cca01cf2d65a6701a32ae5fd008c858658d7ab2d..606e5cc398d995f7e7d1b9247c8abe2edd9937eb 100644 --- a/landing/lenses/448830.json +++ b/landing/lenses/448830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023Q4", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-17", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-17", "period": null, "status": "derived", @@ -581,7 +581,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-17", "period": null, "status": "observed", @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448900.json b/landing/lenses/448900.json index 1b493fa7705c1eb110963a3dcd4aaf037318cf26..88dacf22c95b26633a01e3adeaaaf60b051ae5c3 100644 --- a/landing/lenses/448900.json +++ b/landing/lenses/448900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450050.json b/landing/lenses/450050.json index ee93e2d944c77a6981b808869865f89d23b1a261..b2b6d59e15b9e373939a3fd49a8582bde309481f 100644 --- a/landing/lenses/450050.json +++ b/landing/lenses/450050.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-28", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-28", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-28", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450080.json b/landing/lenses/450080.json index 99810185abd9304d622214e20a803d0bb59f9c45..a9415b68f2614d0f70ebea08dddc5608f8e4f230 100644 --- a/landing/lenses/450080.json +++ b/landing/lenses/450080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -509,7 +509,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -526,14 +526,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,8 +680,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -700,8 +700,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -720,7 +720,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -834,10 +834,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -852,10 +852,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450140.json b/landing/lenses/450140.json index 044395ca2d984ff6ab0dd5b24972faf1a7abc96b..47b9f5959d7b752cedb99ce13008788973fe1c12 100644 --- a/landing/lenses/450140.json +++ b/landing/lenses/450140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -143,7 +143,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -184,7 +184,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -225,7 +225,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -266,7 +266,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -810,7 +810,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 142.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 143.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-12", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-12", "period": "2025", "status": "derived", @@ -1034,9 +1034,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025-12-12", "period": "2025", "status": "observed", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450330.json b/landing/lenses/450330.json index f82f7b466bb931d5eb5effcdf6dd8ad89e91ee7b..ceb0859d540c8b759223f43c7db64f3b8e2ab654 100644 --- a/landing/lenses/450330.json +++ b/landing/lenses/450330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -558,7 +558,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -733,7 +733,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450520.json b/landing/lenses/450520.json index f8a2690a5dc02face19d95c05a4625f3a6af3e2a..98324ea86c958969d18040696dd66a5953ab46cc 100644 --- a/landing/lenses/450520.json +++ b/landing/lenses/450520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450940.json b/landing/lenses/450940.json index eeead4b24669390d841e20626c9392a91d53ee63..30f60334af7a140fb423585ffedecdca9f0eb8ac 100644 --- a/landing/lenses/450940.json +++ b/landing/lenses/450940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-04", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-04", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-04", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450950.json b/landing/lenses/450950.json index ae84b9d08f49bb3b5ef31df347865fd289deb4c7..eba1258370f515d3953c0afb4a91e2529d6ca3a8 100644 --- a/landing/lenses/450950.json +++ b/landing/lenses/450950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -566,14 +566,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -726,7 +726,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1163,15 +1163,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/451220.json b/landing/lenses/451220.json index 6c429ed49b54edacb06be0d0235e159a8de06a0b..ea52877508feda2768b87b4152cd4a53eedfb883 100644 --- a/landing/lenses/451220.json +++ b/landing/lenses/451220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -931,7 +931,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1355,15 +1355,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/451250.json b/landing/lenses/451250.json index 73fac53d28bfb2463aaf86e830071295af3e81cc..689bbae0ef9468492c8e5f8f224c92fbb31dae6e 100644 --- a/landing/lenses/451250.json +++ b/landing/lenses/451250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451700.json b/landing/lenses/451700.json index ddd7521af72db84bc738f289adceeac9ed3cf7e9..ba90c874fd36a44f3bca1a5f5cfebe383461fc69 100644 --- a/landing/lenses/451700.json +++ b/landing/lenses/451700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-15", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-15", "period": null, "status": "derived", @@ -667,7 +667,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-15", "period": null, "status": "observed", @@ -755,10 +755,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -774,10 +774,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,10 +801,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -819,10 +819,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -841,7 +841,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -857,7 +857,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451760.json b/landing/lenses/451760.json index 8caaeb76755ab8f68426434bce9ff475678aef5b..f28e51818ec06c309b34eb724f33fd1036489f80 100644 --- a/landing/lenses/451760.json +++ b/landing/lenses/451760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -892,15 +892,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,12 +1301,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:321c6a4de913", + "target": "451760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/452160.json b/landing/lenses/452160.json index 0cf8c3eb9105d3ab8fb6f2f3f6dfb2bc86e43cf7..3f4138304b0247107864a2591bb302d8968062be 100644 --- a/landing/lenses/452160.json +++ b/landing/lenses/452160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 113.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -961,19 +961,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,17 +1040,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1119,7 +1119,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1128,7 +1128,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452190.json b/landing/lenses/452190.json index 0facfac6aee485320d8bd3d55d9d7c1c80dc242c..fc1bbd46f15e6a992c484456f63fca2aeea86bab 100644 --- a/landing/lenses/452190.json +++ b/landing/lenses/452190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,12 +1310,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f0698f1f4d56", + "target": "452190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-26", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-26", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.322 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/452200.json b/landing/lenses/452200.json index 21bebf26d037f9f521863fca1c52c0b16d1ef4de..dff05c30dd9d5b5b954dc5ace2260fa0741e73a3 100644 --- a/landing/lenses/452200.json +++ b/landing/lenses/452200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452260.json b/landing/lenses/452260.json index 017cf19a3f8d6cff1587b08cfe2118c1b0971809..e442874a86224a846703dd993243b09fa0984ba4 100644 --- a/landing/lenses/452260.json +++ b/landing/lenses/452260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1066,7 +1066,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452280.json b/landing/lenses/452280.json index 145d265aef820aaca10ca3aaa4a4c37a873b74bf..86ac6355231a47efb55d735531a56c7850a9c500 100644 --- a/landing/lenses/452280.json +++ b/landing/lenses/452280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452300.json b/landing/lenses/452300.json index 6e7fffe37061aa35600fddd09d4b2c013d5d193c..3ebd8d64866758c25e1c7ee1d6e2033e61e4475c 100644 --- a/landing/lenses/452300.json +++ b/landing/lenses/452300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -367,14 +367,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -684,7 +684,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452400.json b/landing/lenses/452400.json index e28998d52f247b4dba2941ba30abd30225998cfe..50adb15077c86cd99b1a1cd59325774dd396423e 100644 --- a/landing/lenses/452400.json +++ b/landing/lenses/452400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452430.json b/landing/lenses/452430.json index 2f9a0ac4340a8dc078d95bc8273c5b1da539497b..0d07187fddb2ea74b6d2f2ec66a17e851c805711 100644 --- a/landing/lenses/452430.json +++ b/landing/lenses/452430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452450.json b/landing/lenses/452450.json index d45ba4ff5e2ee00524cec4fc468e7dd177ad76be..03efefef27878f248f491b51bd9925ab8a0bf1cd 100644 --- a/landing/lenses/452450.json +++ b/landing/lenses/452450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452670.json b/landing/lenses/452670.json index f6641356bf71dd96352f05bd2c92cbcff65135b4..180a37585e96cfba96e3ac7b4e61c96447715216 100644 --- a/landing/lenses/452670.json +++ b/landing/lenses/452670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-20", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-20", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-20", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/452980.json b/landing/lenses/452980.json index 665439b5d89eeddbbb25b7f320fe5819a1484ae1..3aceda6feb803b82e0f6e3c5ff169e6298dca328 100644 --- a/landing/lenses/452980.json +++ b/landing/lenses/452980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-06", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-06", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-06", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453340.json b/landing/lenses/453340.json index 0c52ddbc33ec2af2f1abd91f9993275f83144ea8..93bd96bdc7615b8323777e8e01fe0140d5200f46 100644 --- a/landing/lenses/453340.json +++ b/landing/lenses/453340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453450.json b/landing/lenses/453450.json index 9c921c498ee8594803180d2931fac947b729b451..003263e8ce8d63309d4e71cce9f5c44302db255c 100644 --- a/landing/lenses/453450.json +++ b/landing/lenses/453450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -914,10 +914,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -932,10 +932,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -954,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1290,7 +1290,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1308,8 +1308,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/453860.json b/landing/lenses/453860.json index 2acabae13fa47a9ad593926fcdedefad24c7fc4f..4268a322e39ea323c0f6bbfae94cf39538263011 100644 --- a/landing/lenses/453860.json +++ b/landing/lenses/453860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/454910.json b/landing/lenses/454910.json index 80edf9e2dfe4424e598ff3bf9087fd6df8869b1b..d811d94a9da66bef63d2026a6b94ede28a6f7ac3 100644 --- a/landing/lenses/454910.json +++ b/landing/lenses/454910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -858,8 +858,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -878,7 +878,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -988,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455180.json b/landing/lenses/455180.json index 9acfae2d6161f05097a65c52fb12f604e0bf86e0..d8e8cd0e1379b3a287f75401dfd6f7dddcaf4d9c 100644 --- a/landing/lenses/455180.json +++ b/landing/lenses/455180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,10 +685,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -703,10 +703,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455250.json b/landing/lenses/455250.json index 6f66dd4648136638a1a89ec36163916db529b810..f385caccc1aaa9aa6b4d378c13f3cac350506eb2 100644 --- a/landing/lenses/455250.json +++ b/landing/lenses/455250.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455310.json b/landing/lenses/455310.json index 8e4ca46e6803e1da6221e63c2ed736e4644cc0ce..a4efe5aff1671b074ba79ce30c83684a4c4166b0 100644 --- a/landing/lenses/455310.json +++ b/landing/lenses/455310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455900.json b/landing/lenses/455900.json index 61881790cafbe83867818b678eacfda8606e6858..3f0bfc1e51260d720f2e77f497c5eced8b4ee823 100644 --- a/landing/lenses/455900.json +++ b/landing/lenses/455900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -582,8 +582,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,10 +689,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455910.json b/landing/lenses/455910.json index fe038879dca9aeee7229274cf353ea8bdb0d5ac1..6914cd34824c450d0df00acb4747eb34b8297629 100644 --- a/landing/lenses/455910.json +++ b/landing/lenses/455910.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-03", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/456010.json b/landing/lenses/456010.json index 5de87d1b4cfdc2455721407d3f3f7c41b3891a9c..0620b944d845113fb72d92f13d5d602fe7f50cc5 100644 --- a/landing/lenses/456010.json +++ b/landing/lenses/456010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -620,10 +620,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -639,8 +639,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -652,8 +652,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -692,7 +692,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -779,10 +779,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456040.json b/landing/lenses/456040.json index 7234afaca4138a06d8a1c4a60a6dbecc7563d9c4..f2c6c8e65625a4e7412ea02aa8f549eadc063dad 100644 --- a/landing/lenses/456040.json +++ b/landing/lenses/456040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1193,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456070.json b/landing/lenses/456070.json index a018b422fae1cbf50e53e5684031866eb0db403f..2e91e5814758e4b0594b40ce93c86dab189ea7fe 100644 --- a/landing/lenses/456070.json +++ b/landing/lenses/456070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456160.json b/landing/lenses/456160.json index e3cfdb12c96efb8e0a08264e3af0242fbcd7a1dc..9bc82efc034721ddde1efcd65d4ab9a3d38d4734 100644 --- a/landing/lenses/456160.json +++ b/landing/lenses/456160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456490.json b/landing/lenses/456490.json index d4d5f76fe460f40491b1de48bb58464984399465..3b76e4990501308101fb38627874323c12bb7a1f 100644 --- a/landing/lenses/456490.json +++ b/landing/lenses/456490.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-09", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-09", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-02-09", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457190.json b/landing/lenses/457190.json index 2a78c89319266016321ade1d5698c3154d5d6983..539fa3c324cb3b613ad8aae588919b6474b11b61 100644 --- a/landing/lenses/457190.json +++ b/landing/lenses/457190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -718,8 +718,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -749,10 +749,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457370.json b/landing/lenses/457370.json index fcef0b87a3f2114158b41d4b1d23d99e2b9b0796..603aeaa6b879bdf284caed1b6be825c814debffd 100644 --- a/landing/lenses/457370.json +++ b/landing/lenses/457370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457550.json b/landing/lenses/457550.json index cf309c2f698700ecf56808e0001d52356ab8b253..74350154476934d471a980448fbd0aa2ecd9ccf7 100644 --- a/landing/lenses/457550.json +++ b/landing/lenses/457550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457600.json b/landing/lenses/457600.json index 6ad5519498fafcd037386284075488e210d8abaf..b483d372210bcbe455284df92aa7205a2ee67ede 100644 --- a/landing/lenses/457600.json +++ b/landing/lenses/457600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457630.json b/landing/lenses/457630.json index c2bf129dc1d86957eec89fdbc50dadfbb21bcadb..93fb9afa40725fb2806c60e602b58f6da95a1f28 100644 --- a/landing/lenses/457630.json +++ b/landing/lenses/457630.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457940.json b/landing/lenses/457940.json index 76becdc4faa3717ff55339ea67e3021fac069ae0..8629809a68234ad71a557b313347b9401652838c 100644 --- a/landing/lenses/457940.json +++ b/landing/lenses/457940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-13", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-13", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-03-13", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458350.json b/landing/lenses/458350.json index 038c2b8f5bcae5248266d88d97f4292983e2fec7..d4efc9287cdf323e051981d73f16394af843dd9f 100644 --- a/landing/lenses/458350.json +++ b/landing/lenses/458350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458610.json b/landing/lenses/458610.json index 4f22b5310c708fe7fbf3e9d95c8012f298d00f27..271dd8169096140e2128b57f3f50f3c62af718cc 100644 --- a/landing/lenses/458610.json +++ b/landing/lenses/458610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-02", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-02", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-02", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458650.json b/landing/lenses/458650.json index db2caf6d230b3e520664119c51f955d521b029dd..c9aaeb04518e6096ec22871830737d9cf07a8156 100644 --- a/landing/lenses/458650.json +++ b/landing/lenses/458650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458870.json b/landing/lenses/458870.json index 2c7981fe14f12eacae4d024ba4fe5568929a815b..b15ffdfa58aa3439431b92cdf02f6479d1ff6210 100644 --- a/landing/lenses/458870.json +++ b/landing/lenses/458870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459100.json b/landing/lenses/459100.json index 72b1d7999a4472dc55c8d8369126668a18aac30f..10910dcabdc4b36184df4aa2e1dd69134c0a258a 100644 --- a/landing/lenses/459100.json +++ b/landing/lenses/459100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459510.json b/landing/lenses/459510.json index 14dfdf72fd66ec5e940949cdc747b80279a1f731..ebf3e7b6e444604f2969478844c79858b6eae7b6 100644 --- a/landing/lenses/459510.json +++ b/landing/lenses/459510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459550.json b/landing/lenses/459550.json index 13344b8ab8e498677040ae69aa4e832ed7c1d160..3384c17a1f63d148e5834c0e89ec8f8636864229 100644 --- a/landing/lenses/459550.json +++ b/landing/lenses/459550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460470.json b/landing/lenses/460470.json index 3ae903f375f2b0655d1f69bc3f3300231fefd548..2a909bd99777c2da11d304cb45593af97afeee45 100644 --- a/landing/lenses/460470.json +++ b/landing/lenses/460470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460850.json b/landing/lenses/460850.json index 0f02d6790d63843a1bd3fca036d9466770cb1bd2..7f9b47af34208ec0a12d017836ef04ec0f0683cc 100644 --- a/landing/lenses/460850.json +++ b/landing/lenses/460850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,14 +584,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -711,10 +711,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460860.json b/landing/lenses/460860.json index 5ad509201f05413ec218125e498310e0de79b4e9..fff3fcfd46e383bca443b7be6fc007f8a0554abc 100644 --- a/landing/lenses/460860.json +++ b/landing/lenses/460860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460870.json b/landing/lenses/460870.json index 53ab13630cf342cb6ed9de9c613b0d99bc8ee980..c612a040910ba2e5c34bf7284c8498c6efdd1973 100644 --- a/landing/lenses/460870.json +++ b/landing/lenses/460870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460930.json b/landing/lenses/460930.json index 7fb81c7cfb3a02daeba82f48e7e5d5978a140119..4ead672cca7e0b119baddc4bfec2691fd5c72e7a 100644 --- a/landing/lenses/460930.json +++ b/landing/lenses/460930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:06931c89496f", - "target": "460930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/460940.json b/landing/lenses/460940.json index c9f2aa0ac477ba9ae5bbe8e8807359e04e3e324f..e8912fa27c1939314bf72fd61417bd6d3405f480 100644 --- a/landing/lenses/460940.json +++ b/landing/lenses/460940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461030.json b/landing/lenses/461030.json index 65998d735c67d267308f3df7d59ba7e050abb021..646031de8f27025282de0353a70af860f0627c4e 100644 --- a/landing/lenses/461030.json +++ b/landing/lenses/461030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461300.json b/landing/lenses/461300.json index c69a3037688db133c840fe58ea3da37db6663c57..ce725751e37e6d0184d68ef4818732d0ee4b0fd6 100644 --- a/landing/lenses/461300.json +++ b/landing/lenses/461300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462020.json b/landing/lenses/462020.json index 88696600d8ad9307b2fd29ad32f1ed76bf31abdf..caf3860c59fc2421e0a2de1843e1fa482bce94d6 100644 --- a/landing/lenses/462020.json +++ b/landing/lenses/462020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-18", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-18", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-18", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462310.json b/landing/lenses/462310.json index 358ff71a21b6e0fb7d77d7aa4b36f1238081a7af..ae950c47174d8f35abfb07bacbbe9fb44b0bd859 100644 --- a/landing/lenses/462310.json +++ b/landing/lenses/462310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462350.json b/landing/lenses/462350.json index 4037a49e148aa8524f95fb929f32d02a0c27606c..47faa4d3ccbd1ce948220984edf628a32eed3ce5 100644 --- a/landing/lenses/462350.json +++ b/landing/lenses/462350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -486,7 +486,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -819,10 +819,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -865,7 +865,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -885,8 +885,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -907,8 +907,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -943,7 +943,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462510.json b/landing/lenses/462510.json index 2c8491311d29d412b04edffa0e01019b8304423f..2bf24f5152c65289131a7f0911dc0a18b8084bc3 100644 --- a/landing/lenses/462510.json +++ b/landing/lenses/462510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462520.json b/landing/lenses/462520.json index 83be9cb4f2b17f2499db0d2d169ac526e17999db..55507be60ddb5c5f79f81d6429fcbba6b912a78a 100644 --- a/landing/lenses/462520.json +++ b/landing/lenses/462520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462860.json b/landing/lenses/462860.json index bd88741ad47a3b432610cc93c1abc3ecb5c8fcad..c3d78411092f1573bce909e682a1df2c996744c9 100644 --- a/landing/lenses/462860.json +++ b/landing/lenses/462860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -606,8 +606,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -637,10 +637,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -650,7 +650,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -659,7 +659,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -773,10 +773,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -791,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462870.json b/landing/lenses/462870.json index 839e4db95a4840eb47365ec4dfd504f5e0f92cd2..01b2ad6af763fa1e8c634731a45fc051025d8ab2 100644 --- a/landing/lenses/462870.json +++ b/landing/lenses/462870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462980.json b/landing/lenses/462980.json index 5137e8ca16173f2c3be89ec4e3f6e107db308081..a06219153d3eb32407db8a3c0df017ad9578f7d5 100644 --- a/landing/lenses/462980.json +++ b/landing/lenses/462980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -640,10 +640,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463020.json b/landing/lenses/463020.json index 23a094ca0604818ee800008264f48ec608866732..3d1a5834a15892b6d8ba76adddd910ff72b95522 100644 --- a/landing/lenses/463020.json +++ b/landing/lenses/463020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463480.json b/landing/lenses/463480.json index afd02ed149e45024882fde7fce4ab44eb8c688ae..ce4bb5a216742e86b9aba8d14090385f1b5808b1 100644 --- a/landing/lenses/463480.json +++ b/landing/lenses/463480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464080.json b/landing/lenses/464080.json index a5b96671847e3420f0b5229b616d7a90a079aaaf..ce53796152b3818c8f1736c64209a39f6910a85c 100644 --- a/landing/lenses/464080.json +++ b/landing/lenses/464080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464280.json b/landing/lenses/464280.json index 11b9333de827cbe89c5ef575320ffcaef22c0ee5..ba151dba6eb63803fcb5e04c854edd233657f4ca 100644 --- a/landing/lenses/464280.json +++ b/landing/lenses/464280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464440.json b/landing/lenses/464440.json index 42358839e184ee51b8acebefdccba919a9cefb56..b68a9af6b1ab8aa23efedffc26e70be45e787da4 100644 --- a/landing/lenses/464440.json +++ b/landing/lenses/464440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-17", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-17", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-17", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464490.json b/landing/lenses/464490.json index 922b46c9d19d4da3a195ac6bef743784b0277beb..36c46f4f8f084f5f3288ad03c5f79108bd209f0f 100644 --- a/landing/lenses/464490.json +++ b/landing/lenses/464490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -722,7 +722,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -735,7 +735,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -777,8 +777,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -813,7 +813,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -869,10 +869,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -888,10 +888,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464500.json b/landing/lenses/464500.json index 51ee58ffeac8d5a877b0743a4fd39a3516e149c2..2a0ec866f1af456ef0f90eea3d743a6e3cf37fd7 100644 --- a/landing/lenses/464500.json +++ b/landing/lenses/464500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -696,15 +696,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,10 +922,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1212,12 +1212,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:45746ab9eab4", + "target": "464500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/464580.json b/landing/lenses/464580.json index 995b53b5d3624588f7436ecf01535c9f82d5147f..58a37ec1a27b8aa774d1d98b2b2c55fcb9784ef8 100644 --- a/landing/lenses/464580.json +++ b/landing/lenses/464580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464680.json b/landing/lenses/464680.json index 803981f66da1def91d6563fe9be8ff1718415691..249dba90b0f7f22222fcdcb5592d7ee692ad9ea1 100644 --- a/landing/lenses/464680.json +++ b/landing/lenses/464680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-08", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-08", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-06-08", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465320.json b/landing/lenses/465320.json index cad9ca80c16d84beca7ed8861866cefa8eb5b4a8..dde76ba4b49b85d8dff9125608d40214e450a394 100644 --- a/landing/lenses/465320.json +++ b/landing/lenses/465320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465480.json b/landing/lenses/465480.json index db4d55fade57ebee3d68ff56c5d3c9aa8593cac0..e4f44c79a159a89b68741a590403c7da71afcb4e 100644 --- a/landing/lenses/465480.json +++ b/landing/lenses/465480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465770.json b/landing/lenses/465770.json index f2bf3fee1c137418d7927b4ed6776a400f51eedc..93247d1dcc533d2b8d9342263dc32bdd35b7272f 100644 --- a/landing/lenses/465770.json +++ b/landing/lenses/465770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -930,7 +930,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -996,7 +996,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,10 +1114,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466100.json b/landing/lenses/466100.json index 90f8b129d4cb0e1e4c50d945eefc370a90a15d92..82ade4334a105616c558c6655d896856ce05a268 100644 --- a/landing/lenses/466100.json +++ b/landing/lenses/466100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466410.json b/landing/lenses/466410.json index 1145614c488f6566ff15276cbaa0a2682a0fc4f9..d70b479dfc63ee6e967af96082fa586bd34a1c8e 100644 --- a/landing/lenses/466410.json +++ b/landing/lenses/466410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466690.json b/landing/lenses/466690.json index 22fb16dac67e0e08176d956da53967fb5faf1540..15f274fcf2c1b8051b149baffeaec3c9974d1757 100644 --- a/landing/lenses/466690.json +++ b/landing/lenses/466690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466910.json b/landing/lenses/466910.json index 5ab00e27b713b901d7c5d7c43dec4ae5c7a0461d..3093464564dae676ce92d7d174329cba48115ec9 100644 --- a/landing/lenses/466910.json +++ b/landing/lenses/466910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -42,10 +42,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-22", "period": null, "status": "derived", @@ -585,7 +585,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-04-22", "period": null, "status": "observed", @@ -673,10 +673,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -719,10 +719,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -737,10 +737,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/467930.json b/landing/lenses/467930.json index ed485b2e1cf268f2080926b70b7b155541503fc0..cee969fac34242fe737ba1b43f735062fec2ed19 100644 --- a/landing/lenses/467930.json +++ b/landing/lenses/467930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468530.json b/landing/lenses/468530.json index 0cf522499d099028dfd8366b3a88e02c72991f02..e72bb4366067c35ea9d35ab243c3171ca58e3c7e 100644 --- a/landing/lenses/468530.json +++ b/landing/lenses/468530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468670.json b/landing/lenses/468670.json index ef40a57e760de83e6bfe9afb8d716f430815dbcc..817f0650d12c51c430be04a46b4c368a308f5cfc 100644 --- a/landing/lenses/468670.json +++ b/landing/lenses/468670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/468760.json b/landing/lenses/468760.json index a15fa4e41b896f8cffc3527eaba325e3f4bb3c64..6ecb2433a6def9c51acffdc73a00940d011e8b3c 100644 --- a/landing/lenses/468760.json +++ b/landing/lenses/468760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -541,10 +541,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -593,7 +593,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -681,10 +681,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -727,10 +727,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -745,10 +745,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469480.json b/landing/lenses/469480.json index a50e998e316b94259b05f09d1eb1f07b7a2240c0..7c9b85a058b3eff0a1467921271328b06ca3ce4b 100644 --- a/landing/lenses/469480.json +++ b/landing/lenses/469480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469610.json b/landing/lenses/469610.json index c57a23a62c55dac6a89ae769e40956352cfb8d42..c123a6ab0a30503634249d7362682cbaf709523c 100644 --- a/landing/lenses/469610.json +++ b/landing/lenses/469610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469750.json b/landing/lenses/469750.json index 2b43b31b51c48bf1c39cfe73e37d9c8b60166365..cb25b193118b4c3867d28b66c32ae735451fd96c 100644 --- a/landing/lenses/469750.json +++ b/landing/lenses/469750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469880.json b/landing/lenses/469880.json index 9181c1c72f86944f09a5ebda27d4d0ee738b2170..a3ece1b3b2d5a4b520cfddaae8cd7a931dece786 100644 --- a/landing/lenses/469880.json +++ b/landing/lenses/469880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-07-30", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-07-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2026-07-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469900.json b/landing/lenses/469900.json index cc25d81b715c5126a1702a8adbb85d720bb6b4e8..871ee9e982fcb2c3e743dd34e24276bf4769078e 100644 --- a/landing/lenses/469900.json +++ b/landing/lenses/469900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-12", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-12", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471050.json b/landing/lenses/471050.json index 3cce420a8154e28da573f384ce1f92c806f065b7..74497747a050d3def4aa982d5f645c814e3a60d9 100644 --- a/landing/lenses/471050.json +++ b/landing/lenses/471050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471820.json b/landing/lenses/471820.json index 90006b3f5376f14e21a8eb4b5435d3e1c5346427..2e654aadb989aaa7305f06fb89d7f0a54295edf8 100644 --- a/landing/lenses/471820.json +++ b/landing/lenses/471820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472220.json b/landing/lenses/472220.json index ea0e08c5ebee2b10bfdeb27a5a6e449c3db19217..274ab8ef399d45332a409bf95c6ac10fb4f1d354 100644 --- a/landing/lenses/472220.json +++ b/landing/lenses/472220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -525,10 +525,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -577,7 +577,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -665,10 +665,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -684,10 +684,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -711,10 +711,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -729,10 +729,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472230.json b/landing/lenses/472230.json index 8473ec1b1157b031b37adb3d5bdd9623ee8010a9..c3461c683b948f43ec544726afba83634c824961 100644 --- a/landing/lenses/472230.json +++ b/landing/lenses/472230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472850.json b/landing/lenses/472850.json index 48cbf3a8b004a8f589f292bcd29d717ed01b419f..a853db58874e090a74ae6899f1be77e5591d4d05 100644 --- a/landing/lenses/472850.json +++ b/landing/lenses/472850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,15 +1407,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/473000.json b/landing/lenses/473000.json index 2895d1d72a22cb5475001611cc1bf3a55d1efacb..930ae091f6d1777e4c454a9413f495af94dae1fc 100644 --- a/landing/lenses/473000.json +++ b/landing/lenses/473000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473050.json b/landing/lenses/473050.json index 7bf679ea181ae1982da02a1eababdc8b8d4197f2..f346ee01e00704c30f66facf8ff529349ade4768 100644 --- a/landing/lenses/473050.json +++ b/landing/lenses/473050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473950.json b/landing/lenses/473950.json index 5d36f14493443bd747340c3481244c683cffe0cf..9e14a564b1cef0e40e0fe99b5f3cc0ab85a86fb8 100644 --- a/landing/lenses/473950.json +++ b/landing/lenses/473950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473980.json b/landing/lenses/473980.json index 2c44ac73b91b624e5006d9740920726e3a6cead5..cf7453ec9707764e67cd72309d8d621cb553ec5a 100644 --- a/landing/lenses/473980.json +++ b/landing/lenses/473980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474170.json b/landing/lenses/474170.json index 71347f9e3ff498b2a4c9f5d35b47c358f8de58fe..39fdd4b6b1cc933bf4902d92b13dc686f2997a33 100644 --- a/landing/lenses/474170.json +++ b/landing/lenses/474170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474490.json b/landing/lenses/474490.json index e85495744da93a21092a375e9e2ce81a08357229..5e1cd5f19f1c9573241fe8500c974748b1479a45 100644 --- a/landing/lenses/474490.json +++ b/landing/lenses/474490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474610.json b/landing/lenses/474610.json index 2d52bfc69ea114007b713e807429b9c97a5cae8e..e18d597602ba3da6cacb4c3378a5a06490c36e02 100644 --- a/landing/lenses/474610.json +++ b/landing/lenses/474610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474650.json b/landing/lenses/474650.json index 6f1e63a09ad93407211419c47292943627e97536..97e2fb515fb3e2bd407ac341b2b44a60b28d7604 100644 --- a/landing/lenses/474650.json +++ b/landing/lenses/474650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -829,10 +829,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -848,10 +848,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474660.json b/landing/lenses/474660.json index dc34ef2ebebe564efc7a45d941b185b9b935ab68..207ae4989fccaa57e303ea47ca9a128f546fa944 100644 --- a/landing/lenses/474660.json +++ b/landing/lenses/474660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474930.json b/landing/lenses/474930.json index bd15d4455ee7c9f3ec827d9077bf0b682c618e2f..be435d72e17bd23452f4e9bc2a9fda4bd10fc313 100644 --- a/landing/lenses/474930.json +++ b/landing/lenses/474930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475040.json b/landing/lenses/475040.json index 242768206def40b2f20b3c4a7d1eee19942b4651..b1284856c705db07d2eea03001ee1fa82e8dd739 100644 --- a/landing/lenses/475040.json +++ b/landing/lenses/475040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -819,7 +819,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -875,10 +875,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -921,10 +921,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -939,10 +939,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1359,7 +1359,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1377,8 +1377,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/475150.json b/landing/lenses/475150.json index e6a3be594dc2994e2b4bb09f196beaf5ef61053c..3424df7252c004045c69cac7cb9bbfe8917ff49d 100644 --- a/landing/lenses/475150.json +++ b/landing/lenses/475150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,12 +1359,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8341518d7c2a", + "target": "475150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/475230.json b/landing/lenses/475230.json index a912afdeb9593c60e5ccaccd567a8db0a1a0aaf7..12b40886e5c5ff84c1ffdded5dd41cb142904e90 100644 --- a/landing/lenses/475230.json +++ b/landing/lenses/475230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475240.json b/landing/lenses/475240.json index 471aaf099b3d6dfb23afc9d2b6d911335c65ab75..08d2028c928ceb71be7e06ee7e52340a2e41e5ae 100644 --- a/landing/lenses/475240.json +++ b/landing/lenses/475240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475250.json b/landing/lenses/475250.json index dc7e448d1f8aa8a6fb9c351c6c53ea25b0b21130..e83a361701f627e4c995edb26fadbf67fa08b9b5 100644 --- a/landing/lenses/475250.json +++ b/landing/lenses/475250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475400.json b/landing/lenses/475400.json index c64b7711f911218d912f97369c7d396611663e60..7a94cc6c16d75bacd9e98cfa9138790bf2ab62f7 100644 --- a/landing/lenses/475400.json +++ b/landing/lenses/475400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475430.json b/landing/lenses/475430.json index 71e6961ebff0092b219cd4355dc7065a66f6c420..bb599483419c62349a18f2a7e5229039792cff32 100644 --- a/landing/lenses/475430.json +++ b/landing/lenses/475430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475460.json b/landing/lenses/475460.json index f18455fee19f9f24f3366562594e2dccb2af5a88..6d1d8614a43c4d7fad0532b6ba1777790943503f 100644 --- a/landing/lenses/475460.json +++ b/landing/lenses/475460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475560.json b/landing/lenses/475560.json index 1b0a976257688797f79746af67563c0e1dcda07c..657064e79992bbaf452c95b4619cb4314df804bd 100644 --- a/landing/lenses/475560.json +++ b/landing/lenses/475560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475580.json b/landing/lenses/475580.json index 11f8ae0a06758b48070c914765781a4c6d8c94a7..6d5eeed5351ee0bec5d24f1267f78569345e0eac 100644 --- a/landing/lenses/475580.json +++ b/landing/lenses/475580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -609,7 +609,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475660.json b/landing/lenses/475660.json index 9c0de9346075fbe4523e2154769744ea0647ade0..0228f1d4b479cd3002953b2df049fa88d53e6794 100644 --- a/landing/lenses/475660.json +++ b/landing/lenses/475660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475830.json b/landing/lenses/475830.json index d41c2562a5653ae4324e088eb82aa795ed8ff751..31154ec9644855047b08dd4437a1e9b59c6292dc 100644 --- a/landing/lenses/475830.json +++ b/landing/lenses/475830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475960.json b/landing/lenses/475960.json index 4258f541cf1289c4c1cfd4d553dd1ee3a5486751..e2f63af01e71518ad9f8d4028ab1434ed9cfd0c5 100644 --- a/landing/lenses/475960.json +++ b/landing/lenses/475960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476040.json b/landing/lenses/476040.json index 2326de3bdc217c9fa5bdb4f4e65bb17d7467443b..15981078c3dfc5926df4c89f6651f7cecdc75a3e 100644 --- a/landing/lenses/476040.json +++ b/landing/lenses/476040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476060.json b/landing/lenses/476060.json index 52e347bb18532a11802cc0715dcec66da87cf974..7b8bf3c1c8ddd01c5304b2798dac19f972718cad 100644 --- a/landing/lenses/476060.json +++ b/landing/lenses/476060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476080.json b/landing/lenses/476080.json index c9ed28e6d9aae98d835c77daa5e8f1cd104a5f08..c3b020efcb52c3d8a389a7549838dc26dcf8cf8b 100644 --- a/landing/lenses/476080.json +++ b/landing/lenses/476080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -231,13 +231,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -413,14 +413,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,19 +540,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -573,8 +573,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -586,7 +586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -606,8 +606,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -619,17 +619,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -698,7 +698,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -707,7 +707,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -739,10 +739,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476830.json b/landing/lenses/476830.json index b8a04833c0c09069bc020b0c81627001f255c1b0..85b65e79d2261445befac73fe146a05cd48d874d 100644 --- a/landing/lenses/476830.json +++ b/landing/lenses/476830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -607,14 +607,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -753,7 +753,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -786,8 +786,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -797,7 +797,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -806,7 +806,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477340.json b/landing/lenses/477340.json index 222f98198edcef32d1435344042ccf9687ccfabf..b3af9211e1efd7702588e253a2d4d09eb69c2e0d 100644 --- a/landing/lenses/477340.json +++ b/landing/lenses/477340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -513,7 +513,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477380.json b/landing/lenses/477380.json index 4bc738205a7cd1e3cf82299bffe35e2c3320536e..db9d9565756cfc67d49d65e096d37f3f0ade650e 100644 --- a/landing/lenses/477380.json +++ b/landing/lenses/477380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477470.json b/landing/lenses/477470.json index 6865f80116db63e6eb7f8039a0a3b1983a077b71..df8fbac8d72ff08b722d7ddad1970c4d715a8eb2 100644 --- a/landing/lenses/477470.json +++ b/landing/lenses/477470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477760.json b/landing/lenses/477760.json index 216455806820bf1226afb94a35c6cd36177c5a53..b0a321d9cc4e14e9da82122ca49ce729b3d4623d 100644 --- a/landing/lenses/477760.json +++ b/landing/lenses/477760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477850.json b/landing/lenses/477850.json index 0eefa0ba634ae6db0a51264b565404ef367c0066..9045a1e81b0f5fde29f8a98a511d5c2022698167 100644 --- a/landing/lenses/477850.json +++ b/landing/lenses/477850.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/478110.json b/landing/lenses/478110.json index e11e2bd677247c6ad6fc63a65eb6523cb04dfb7c..0c1128dcb1a3304f1157e5f677da32375ff7e1ea 100644 --- a/landing/lenses/478110.json +++ b/landing/lenses/478110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478340.json b/landing/lenses/478340.json index fd0b8a8a1f8692327aa0cdf122a27b7bc5d67a19..33ac218324f730eb1ad3f227433bfbb65866d8b1 100644 --- a/landing/lenses/478340.json +++ b/landing/lenses/478340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478390.json b/landing/lenses/478390.json index 7317b70705b9ce24fb2e48b37fd1196e71581893..932a4a619a88ed9501fc272efb5cb96f7d9e3c6d 100644 --- a/landing/lenses/478390.json +++ b/landing/lenses/478390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478440.json b/landing/lenses/478440.json index 590f59aea6d80f2f75f692dc5fc826fa0c912262..6aa7561201845171e5c854ec0fb43a94fb28fc9e 100644 --- a/landing/lenses/478440.json +++ b/landing/lenses/478440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478560.json b/landing/lenses/478560.json index 755da0f5273fc003421a98c1dde7dca6a5368e16..3bd6e8615447fdcf98c088b576244b8be2601198 100644 --- a/landing/lenses/478560.json +++ b/landing/lenses/478560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479880.json b/landing/lenses/479880.json index a6a869ff6c11db545650318499073c11b0fbbb6b..bdbe65aa12646a83d03339437ae97dbc66508c0e 100644 --- a/landing/lenses/479880.json +++ b/landing/lenses/479880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479960.json b/landing/lenses/479960.json index 2aee0351de19cf3a51b9a6be9b8ecb6b2b26a3dd..f666206bca1f993d05bf1f087cef22783820a560 100644 --- a/landing/lenses/479960.json +++ b/landing/lenses/479960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/480370.json b/landing/lenses/480370.json index 196e2d9c1e8bd6e8a7ff8a09281270d9a7ab905e..52f9e65f3459f4bd665172a679d174439f55f540 100644 --- a/landing/lenses/480370.json +++ b/landing/lenses/480370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481070.json b/landing/lenses/481070.json index 05d9f067c686b9440f221a883969028c535ee19d..40110f3d6de4fc17024f07525803d40dca83c81c 100644 --- a/landing/lenses/481070.json +++ b/landing/lenses/481070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481890.json b/landing/lenses/481890.json index 8735972d622d69c2c6844fcd7c9e3b6377d51ee2..23f4a941b7ee8b77eb89a216a948b4ccbfa0c846 100644 --- a/landing/lenses/481890.json +++ b/landing/lenses/481890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -561,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -579,10 +579,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -592,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -601,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482520.json b/landing/lenses/482520.json index 45f178cf3ee87e6a1f7880231dfe93fb09dd5b80..b8529e3cd2be8c403de89a3a725c47226a4655d6 100644 --- a/landing/lenses/482520.json +++ b/landing/lenses/482520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,7 +526,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -546,7 +546,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482630.json b/landing/lenses/482630.json index 126f2bafee48961340024e396e5caed40d43e9ec..a48b58740a20a9d6f7101fb68e2e2ef8775f9f16 100644 --- a/landing/lenses/482630.json +++ b/landing/lenses/482630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482680.json b/landing/lenses/482680.json index 5ab507c7045f7ed8a4312c3880d8948acd34d4d9..c03af50366aa82a5a377b478c4d519a4323d7267 100644 --- a/landing/lenses/482680.json +++ b/landing/lenses/482680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-12", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-12", "period": null, "status": "derived", @@ -581,7 +581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-05-12", "period": null, "status": "observed", @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482690.json b/landing/lenses/482690.json index f3b72b0799e8f2af60e96c4d6dd0f54228a56956..65bc09c14ddf196a2d42f14d80b5b2eae1bbaed1 100644 --- a/landing/lenses/482690.json +++ b/landing/lenses/482690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/483350.json b/landing/lenses/483350.json index c9263987a58e72434e61ec522825df884476340e..acb185615236d94478fd7c5e51151970c071ae5f 100644 --- a/landing/lenses/483350.json +++ b/landing/lenses/483350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/483650.json b/landing/lenses/483650.json index 427e17410dd59f4ffcb997c42097734826198abb..02095a40191ebf0cd6493b239147d685755c65f1 100644 --- a/landing/lenses/483650.json +++ b/landing/lenses/483650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -727,7 +727,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1146,7 +1146,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1164,15 +1164,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/484120.json b/landing/lenses/484120.json index 1da9d4edb8a05f43f7c728b954ce3c2f6170049f..240bb3e74ef154b930d44d8e6f7804e221942f49 100644 --- a/landing/lenses/484120.json +++ b/landing/lenses/484120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484130.json b/landing/lenses/484130.json index 65ae7dd61093fa04296a6cedd7d3034fe56a5db6..8b05db5fb4e82d0f479a42ba47078e7f8453f9b1 100644 --- a/landing/lenses/484130.json +++ b/landing/lenses/484130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484590.json b/landing/lenses/484590.json index 4e4da15a4cbcbd7b19980e3ecb98574c4d39beb8..5593509bc2604ae3783dc04591cc07bff854d3c7 100644 --- a/landing/lenses/484590.json +++ b/landing/lenses/484590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484810.json b/landing/lenses/484810.json index 00dec110190cce8b0e77fa41dcf7c5c465f19617..6e1c6541c86aa2efed0220281b6997611b8f7152 100644 --- a/landing/lenses/484810.json +++ b/landing/lenses/484810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484870.json b/landing/lenses/484870.json index 3334eef38e095cc44266175baa4a22af089c1f8d..07c7ecebd8e489ad662da1f9d6ec679970197820 100644 --- a/landing/lenses/484870.json +++ b/landing/lenses/484870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486510.json b/landing/lenses/486510.json index 989150de588811bd5dda17980f8cb6307ad8ab8b..dad83adcb426530e2bb9d7408a8798f407a31699 100644 --- a/landing/lenses/486510.json +++ b/landing/lenses/486510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/486630.json b/landing/lenses/486630.json index 968ec72803ef8402752bf17029a646921790f878..731c604dff2d8c1ab0b552088113cb0aa81339a2 100644 --- a/landing/lenses/486630.json +++ b/landing/lenses/486630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486990.json b/landing/lenses/486990.json index 0254ee8de63e1b3d2e3c3b3cd1368bf52624cf83..e85e1565536c7d636e9880bf91ed2aa12c681887 100644 --- a/landing/lenses/486990.json +++ b/landing/lenses/486990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487360.json b/landing/lenses/487360.json index d78e9f351f6b7adaea4a74473a6e5a0e9336a702..d36f60a495997d0d6d997eaea00968724a992b40 100644 --- a/landing/lenses/487360.json +++ b/landing/lenses/487360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487400.json b/landing/lenses/487400.json index e4eb8e8f9aeea4bd450a8868722b64366c3611db..7f68f67f63429f52d72ed4caa18451a9732d8878 100644 --- a/landing/lenses/487400.json +++ b/landing/lenses/487400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487570.json b/landing/lenses/487570.json index 5f62da135aa955ecc2dddb0a5d0898cc443cea7e..165c9a160d9d1d0f58be5d78c2f212912504dd82 100644 --- a/landing/lenses/487570.json +++ b/landing/lenses/487570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -852,7 +852,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,10 +911,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -929,10 +929,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1257,12 +1257,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f7c30dea225d", + "target": "487570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/487580.json b/landing/lenses/487580.json index c7625d9f5f767e819f8deb4f92bf9b1a537cd95e..815856eb5db11eaa4c3e79bca0ac1b09db65e4b2 100644 --- a/landing/lenses/487580.json +++ b/landing/lenses/487580.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487720.json b/landing/lenses/487720.json index b4a033329e5f7978c9f9e06e63583be2c6d586a8..4293e6ea2e5276fc8e7be7199715473e81e0d6f0 100644 --- a/landing/lenses/487720.json +++ b/landing/lenses/487720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487830.json b/landing/lenses/487830.json index 079610e293781d1dc939ba436d54fcdc74b972fe..f02bfca46b7840cc5870b2429897f8142e2d0048 100644 --- a/landing/lenses/487830.json +++ b/landing/lenses/487830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488060.json b/landing/lenses/488060.json index 69de4f67ade2708031150ca0db29029b63178a6c..1b65a1f023f7be15cef1a47261c7805287de9530 100644 --- a/landing/lenses/488060.json +++ b/landing/lenses/488060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488280.json b/landing/lenses/488280.json index 247a2af8455621528505b7c83c5ac039fa7c3f21..5b2c43534a688c59571249ddd3e2c4ddc6dcf82a 100644 --- a/landing/lenses/488280.json +++ b/landing/lenses/488280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488900.json b/landing/lenses/488900.json index b1975858b7b02e5c3db7b845e3d18fc2ff71cb86..639cd0b31dd5a9888b4c6108a6454a6d2f86b2ed 100644 --- a/landing/lenses/488900.json +++ b/landing/lenses/488900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -543,7 +543,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489210.json b/landing/lenses/489210.json index 298fccdc851f0e30ad944d1d247199e7702b06d8..05f76f336fbb9605386b051ac2b946f703a985d4 100644 --- a/landing/lenses/489210.json +++ b/landing/lenses/489210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489460.json b/landing/lenses/489460.json index d23095facb69a51c3ee69e8ade62d1832ceba732..bf743bd729cdec373a9531b361b8a5a6bcc7b660 100644 --- a/landing/lenses/489460.json +++ b/landing/lenses/489460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489480.json b/landing/lenses/489480.json index 5616a0e63bc20f629c88faed5df3dbf3270c3593..d6b2be1d7798af2a87ddb821d404e3008f4e2e95 100644 --- a/landing/lenses/489480.json +++ b/landing/lenses/489480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489500.json b/landing/lenses/489500.json index b5655cedb56d11fe7134d95c0e5855698244142c..d1b9c4afff628b9d654960539750023c75cff450 100644 --- a/landing/lenses/489500.json +++ b/landing/lenses/489500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489730.json b/landing/lenses/489730.json index 3b1b38ea567b8d083e15677a2ff005f2408017d2..c9ede270b0b2464afe93de3a687536460c7325e0 100644 --- a/landing/lenses/489730.json +++ b/landing/lenses/489730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489790.json b/landing/lenses/489790.json index e7bb64ebeacd93ea1eaa37f94b88af6ab812e384..ccfb6859199e5fdc043dc07ce833218a35bca226 100644 --- a/landing/lenses/489790.json +++ b/landing/lenses/489790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -366,7 +366,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -385,7 +385,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -404,7 +404,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -423,7 +423,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -562,7 +562,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -745,7 +745,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -787,8 +787,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -925,10 +925,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -943,10 +943,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -965,7 +965,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -981,7 +981,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1363,7 +1363,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1381,8 +1381,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/490470.json b/landing/lenses/490470.json index dac8001e36adab6b0f0bf0a521a204d16f01af85..0807d8221fda575e37ca64d1cc9e6eff3e793226 100644 --- a/landing/lenses/490470.json +++ b/landing/lenses/490470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/491000.json b/landing/lenses/491000.json index 47c84b8e31c387198490ca2152810cecc3134322..49cf3c3a08e8aa3d7ac7aad7817c0a1ccb04a1d1 100644 --- a/landing/lenses/491000.json +++ b/landing/lenses/491000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/492220.json b/landing/lenses/492220.json index 953ebdf772552051c6687856d21f18bce9e91eb7..7df2e1c5b883f18c92a054954ffa95b9651f151a 100644 --- a/landing/lenses/492220.json +++ b/landing/lenses/492220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493280.json b/landing/lenses/493280.json index ffa8715d354484dd8363c4fde97c9575e423fe59..92f28c7aa0e6499ac5d57010e6456abf9284284c 100644 --- a/landing/lenses/493280.json +++ b/landing/lenses/493280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493330.json b/landing/lenses/493330.json index 0343a4ab063de6c370b6b9e02ea3581c3af77d95..6db3788bdd6ce95cf59d2da2734c6888e703e8b0 100644 --- a/landing/lenses/493330.json +++ b/landing/lenses/493330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493790.json b/landing/lenses/493790.json index 409bb068ca9d9efbee0b09ba07884ae28de70c92..d2aac9cf786ae2e4b30590d027594fbd3641eb85 100644 --- a/landing/lenses/493790.json +++ b/landing/lenses/493790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/494120.json b/landing/lenses/494120.json index c8e7ff3348fc5ec3e26c2f740822b598abe57f3f..def99fec698a877396347220553c3c710a437881 100644 --- a/landing/lenses/494120.json +++ b/landing/lenses/494120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/496070.json b/landing/lenses/496070.json index 95fe50ffdf1545256f0b9e6a25ed6052c8996e64..bd6eeb0090489e9a8aac325ceb45ca51e2671597 100644 --- a/landing/lenses/496070.json +++ b/landing/lenses/496070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/498390.json b/landing/lenses/498390.json index 8df99017442c9dac38f0b9c861349c2ab8357e85..8ff19be7b93f3827bee391eb7faf0ac8cb7b1b30 100644 --- a/landing/lenses/498390.json +++ b/landing/lenses/498390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/499790.json b/landing/lenses/499790.json index df3c1502c4b0613b139bfb801718b1b6b6aaf384..2ec46fce22e8e03a1f2e974d46ec75a0c7e925a0 100644 --- a/landing/lenses/499790.json +++ b/landing/lenses/499790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,10 +770,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -788,10 +788,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900070.json b/landing/lenses/900070.json index ccdbe17ce4c30923796644ab9794eab48faeab19..1c2936b354efe33b480fa7055ef5c5234abaf565 100644 --- a/landing/lenses/900070.json +++ b/landing/lenses/900070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900100.json b/landing/lenses/900100.json index e8e0ea68da630ecb08d09c7a8e7f9b602a740d19..db6d883510150daba8b475a28eab0a770aa1c5a2 100644 --- a/landing/lenses/900100.json +++ b/landing/lenses/900100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-09-28", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-28", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900110.json b/landing/lenses/900110.json index 3b530644b87ce9bc4ad148b84043c65b13c4b6ef..eab09206d703680636ac9c93ebda2b9474226e74 100644 --- a/landing/lenses/900110.json +++ b/landing/lenses/900110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900120.json b/landing/lenses/900120.json index 31768a0ee8bcaa300d84f131111b858afb52efec..95fcba057dfd8a111d34827be0eccddafe2d35fd 100644 --- a/landing/lenses/900120.json +++ b/landing/lenses/900120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -923,7 +923,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900140.json b/landing/lenses/900140.json index a5285842a72cbaa711f239426f1f93bffc94b5c5..1c5b854d251ca1dba9b45f6afcb9b51fb54ac3d4 100644 --- a/landing/lenses/900140.json +++ b/landing/lenses/900140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900250.json b/landing/lenses/900250.json index 906c3b4dd3214154d441ff4c351b458f2a8fb184..c818475f30cc7e19e75401f419e0b7c30ed4f660 100644 --- a/landing/lenses/900250.json +++ b/landing/lenses/900250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900260.json b/landing/lenses/900260.json index 26e3e4fc207974c8850eb67123475d780a332683..d80bbd80bf0d389f472905686c6489abf24da2c7 100644 --- a/landing/lenses/900260.json +++ b/landing/lenses/900260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -929,8 +929,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,8 +962,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,17 +974,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1011,7 +1011,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900270.json b/landing/lenses/900270.json index 28c0ecbc54d029d98c5eee5164f5eef8be1b208c..8516a41d3a4b66f29e082be56deb233cbe7fa3e5 100644 --- a/landing/lenses/900270.json +++ b/landing/lenses/900270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-26" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-26", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,8 +984,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-26", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-26" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900290.json b/landing/lenses/900290.json index f6d3b51f3162f152e8d2104f7cc409eeb8d00cc5..21b569eaa16c8736391dbfe3b4c5442af27f938f 100644 --- a/landing/lenses/900290.json +++ b/landing/lenses/900290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -64,10 +64,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -147,7 +147,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -191,7 +191,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023Q4", "status": "derived", @@ -212,7 +212,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -256,7 +256,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -277,7 +277,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -321,7 +321,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -342,7 +342,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -386,7 +386,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -672,13 +672,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -980,7 +980,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900300.json b/landing/lenses/900300.json index 4ea804e806a9d76c433f68f0f89673981d94548b..25ba7c6143733cbfd4e0fe1d123471314e46d252 100644 --- a/landing/lenses/900300.json +++ b/landing/lenses/900300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -541,13 +541,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -849,7 +849,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -862,7 +862,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -914,7 +914,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1012,10 +1012,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1035,7 +1035,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1043,7 +1043,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900310.json b/landing/lenses/900310.json index 87777288a97233e97c655b7278f1b664e49aeff5..9c88ad03f620dd7fa31a293596b3fc8366d6d353 100644 --- a/landing/lenses/900310.json +++ b/landing/lenses/900310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -920,7 +920,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900340.json b/landing/lenses/900340.json index bd8a88da901544db4a866f96114c9525bae56483..409006e42468e3853401999574b439aad43e2d6e 100644 --- a/landing/lenses/900340.json +++ b/landing/lenses/900340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -677,14 +677,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -804,10 +804,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -843,7 +843,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -884,8 +884,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1016,7 +1016,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1024,7 +1024,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950110.json b/landing/lenses/950110.json index 8cd3280147a7771efbd33b2da31572995df6b705..78e56c41e670f401048ecbafe42f511562fc131a 100644 --- a/landing/lenses/950110.json +++ b/landing/lenses/950110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950130.json b/landing/lenses/950130.json index cce7faf97c817545cf06cd1ce65109db3ee6901a..da29642fabaa770bf86785b7091d7cdf39093dd5 100644 --- a/landing/lenses/950130.json +++ b/landing/lenses/950130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950140.json b/landing/lenses/950140.json index 87ce8e51b5b066320a45ac7aefbedfb71026481b..1f2e7d017954da8f6a05e2500eadf3ca9f13d7a2 100644 --- a/landing/lenses/950140.json +++ b/landing/lenses/950140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d8c98d6d0fe3", - "target": "950140", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-18", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-18", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.493 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950160.json b/landing/lenses/950160.json index 5adb61064e85f69598ab7b60352e38020dd82c19..387fb8bf00afe06adf3b086f21626ae40d419186 100644 --- a/landing/lenses/950160.json +++ b/landing/lenses/950160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2023", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -905,7 +905,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1045,10 +1045,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950190.json b/landing/lenses/950190.json index b5a6a606fc7086becbabdadf49973b747086f054..113ed0d59df6e04303565e68514dd843c3356176 100644 --- a/landing/lenses/950190.json +++ b/landing/lenses/950190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1402,12 +1402,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4698fa78fc53", + "target": "950190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-10-25", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-10-25", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.49 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950200.json b/landing/lenses/950200.json index 46d9bb458c992f208d68719566fa2b4d52589c96..244dae5cacdd4152e0cf5df0096413a007a0abb3 100644 --- a/landing/lenses/950200.json +++ b/landing/lenses/950200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1367,7 +1367,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1385,15 +1385,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/950210.json b/landing/lenses/950210.json index 1627f4a4c622563f328cddf2f065472e04d820a6..54d987c954db9256444a1ee0c0f1fb9d803ab432 100644 --- a/landing/lenses/950210.json +++ b/landing/lenses/950210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2024", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -562,7 +562,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -900,10 +900,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -913,7 +913,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950220.json b/landing/lenses/950220.json index ff53c6e26fc2075bbc74985c0e4536a166779392..48fab1c72ebeda4dabde242ee0f504541d208428 100644 --- a/landing/lenses/950220.json +++ b/landing/lenses/950220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -938,7 +938,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-15", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "usable", "conclusion": { @@ -1019,10 +1019,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950260.json b/landing/lenses/950260.json index 7cda1425bfb68a4a7f0ed447de8e93d8b66935cc..57367a849cb01733bd11f773e0ea03c4a6bdad69 100644 --- a/landing/lenses/950260.json +++ b/landing/lenses/950260.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", + "asOf": "2026-10-25", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-18" + "retrievedAt": "2026-10-25" }, "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-18", - "dataAsOf": "2026-10-16", + "asOf": "2026-10-25", + "dataAsOf": "2026-10-23", "period": null, - "knowledgeBoundary": "2026-10-18" + "knowledgeBoundary": "2026-10-25" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.23, + "value": 3.4, "unit": "%p", - "signal": "falling", - "change": -0.020000000000000018, + "signal": "rising", + "change": 0.1299999999999999, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 101.91, + "value": 107.89, "unit": "$", - "signal": "rising", - "change": 1.0499999999999972, + "signal": "falling", + "change": -2.1200000000000045, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1331.4, + "value": 1324.6, "unit": "원", - "signal": "falling", - "change": -13.199999999999818, + "signal": "rising", + "change": 0.3999999999998636, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-15", + "observedAt": "2026-10-22", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-08", + "observedAt": "2026-10-22", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-14", + "observedAt": "2026-10-20", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-16", + "observedAt": "2026-10-23", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/index.json b/landing/lenses/index.json index 6879b0642025c0af68140645bc1b589b62a91267..900ce34b79c3cf12e80b2baae13bc73817d255c2 100644 --- a/landing/lenses/index.json +++ b/landing/lenses/index.json @@ -1,10 +1,10 @@ { "schemaVersion": 1, - "requested": 2868, - "covered": 2868, - "published": 2852, + "requested": 2871, + "covered": 2871, + "published": 2853, "coverageRate": 1.0, - "successRate": 0.9944, + "successRate": 0.9937, "shardCount": 24, "companies": [ { @@ -28,579 +28,584 @@ "path": "001200.json" }, { - "target": "001560", + "target": "001550", "productCount": 5, - "path": "001560.json" + "path": "001550.json" }, { - "target": "002070", + "target": "002020", "productCount": 5, - "path": "002070.json" + "path": "002020.json" }, { - "target": "002630", + "target": "002600", "productCount": 5, - "path": "002630.json" + "path": "002600.json" }, { - "target": "003070", + "target": "003030", "productCount": 5, - "path": "003070.json" + "path": "003030.json" }, { - "target": "003540", + "target": "003520", "productCount": 5, - "path": "003540.json" + "path": "003520.json" }, { - "target": "004080", + 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{ - "target": "450050", + "target": "452670", "productCount": 4, - "path": "450050.json" - }, - { - "target": "453450", - "productCount": 5, - "path": "453450.json" + "path": "452670.json" }, { - "target": "459510", + "target": "458650", "productCount": 5, - "path": "459510.json" + "path": "458650.json" }, { - "target": "464500", + "target": "464280", "productCount": 5, - "path": "464500.json" + "path": "464280.json" }, { - "target": "473000", + "target": "472220", "productCount": 5, - "path": "473000.json" + "path": "472220.json" }, { - "target": "476060", + "target": "475830", "productCount": 5, - "path": "476060.json" + "path": "475830.json" }, { - "target": "483650", + "target": "482680", "productCount": 5, - "path": "483650.json" + "path": "482680.json" }, { - "target": "490470", + "target": "489500", "productCount": 5, - "path": "490470.json" + "path": "489500.json" }, { - "target": "950140", + "target": "900340", "productCount": 5, - "path": "950140.json" + "path": "900340.json" }, { "target": "000050", @@ -2418,584 +2413,584 @@ "path": "001260.json" }, { - "target": "0015S0", - "productCount": 5, - "path": "0015S0.json" + "target": "0015M0", + "productCount": 4, + "path": "0015M0.json" }, { - "target": "002170", + "target": "002140", "productCount": 5, - "path": "002170.json" + "path": "002140.json" }, { - "target": "002700", + "target": "002680", "productCount": 5, - "path": "002700.json" + "path": "002680.json" }, { - "target": "003100", + "target": "003090", "productCount": 5, - "path": "003100.json" + "path": "003090.json" }, { - "target": "003580", + "target": "003560", "productCount": 5, - "path": "003580.json" + "path": "003560.json" }, { - "target": "004150", + "target": "004100", "productCount": 5, - "path": "004150.json" + "path": "004100.json" }, { - "target": "004720", + "target": "004700", "productCount": 5, - "path": "004720.json" + "path": "004700.json" }, { - "target": "005280", + "target": "005250", "productCount": 5, - "path": "005280.json" 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"900290.json" + "path": "488060.json" + }, + { + "target": "900250", + "productCount": 5, + "path": "900250.json" }, { "target": "000320", @@ -13093,584 +13108,584 @@ "path": "0011A0.json" }, { - "target": "001540", + "target": "001530", "productCount": 5, - "path": "001540.json" + "path": "001530.json" }, { - "target": "002020", + "target": "001940", "productCount": 5, - "path": "002020.json" + "path": "001940.json" }, { - "target": "002600", + "target": "002460", "productCount": 5, - "path": "002600.json" + "path": "002460.json" }, { - "target": "003030", + "target": "003000", "productCount": 5, - "path": "003030.json" + "path": "003000.json" }, { - "target": "003520", + "target": "003480", "productCount": 5, - "path": "003520.json" + "path": "003480.json" }, { - "target": "004020", - "productCount": 5, - "path": "004020.json" + "target": "0039P0", + "productCount": 4, + "path": "0039P0.json" }, { - "target": "004560", + "target": "0044K0", "productCount": 5, - "path": "004560.json" 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"path": "377030.json" }, { - "target": "387570", + "target": "383930", "productCount": 5, - "path": "387570.json" + "path": "383930.json" }, { - "target": "396270", + "target": "394420", "productCount": 5, - "path": "396270.json" + "path": "394420.json" }, { - "target": "408900", + "target": "406820", "productCount": 5, - "path": "408900.json" + "path": "406820.json" }, { - "target": "418550", + "target": "418250", "productCount": 5, - "path": "418550.json" + "path": "418250.json" }, { - "target": "435570", + "target": "432720", "productCount": 5, - "path": "435570.json" + "path": "432720.json" }, { - "target": "448710", + "target": "446540", "productCount": 5, - "path": "448710.json" + "path": "446540.json" }, { - "target": "452450", + "target": "452300", "productCount": 5, - "path": "452450.json" + "path": "452300.json" }, { - "target": "458610", + "target": "457630", "productCount": 4, - "path": "458610.json" - }, - { - "target": "464080", - "productCount": 5, - "path": "464080.json" + "path": "457630.json" }, { - "target": "471820", + "target": "462980", "productCount": 5, - "path": "471820.json" + "path": "462980.json" }, { - "target": "475660", + "target": "469880", "productCount": 5, - "path": "475660.json" + "path": "469880.json" }, { - "target": "482630", + "target": "475460", "productCount": 5, - "path": "482630.json" + "path": "475460.json" }, { - "target": "489480", + "target": "488900", "productCount": 5, - "path": "489480.json" + "path": "488900.json" }, { - "target": "900310", + "target": "900270", "productCount": 5, - "path": "900310.json" + "path": "900270.json" } ], "failures": [ + { + "target": "066110", + "error": "ConnectTimeout: timed out", + "path": "066110.json" + }, + { + "target": "386380", + "error": "ConnectTimeout: timed out", + "path": "386380.json" + }, { "target": "448730", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", @@ -14289,6 +14304,11 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "338100.json" }, + { + "target": "004310", + "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", + "path": "004310.json" + }, { "target": "093380", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", @@ -14299,11 +14319,6 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "950250.json" }, - { - "target": "004310", - "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "004310.json" - }, { "target": "089890", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.",